Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Liquid Strategies charges management fees based on the value of assets under management, varying by product. Overlay ETFs have fees up to 0.75%, interval funds are charged 1.65%, and the private fund has a 1.75% fee. As a sub-advisor to an unaffiliated ETF, Liquid Strategies receives 0.30%. Advisory fees are negotiable. These fees do not include brokerage commissions or custodial fees.
Areas of Practice
Advisor Information
Office location
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Parimal is the Chief Compliance Officer at Liquid Strategies, LLC, an investment management firm, dedicating full-time hours. He is also the owner of APIA, LLC, a holding company for his spouse's wellness business, spending a few hours per week.