Parcion charges an annual investment management fee ranging from 0.60% to 1.50% of assets under management, depending on portfolio size and services. Fees are negotiable. Some clients pay less than the stated schedule based on scope of services or length of time with the firm. Clients will also incur fees from third parties like custodians and broker-dealers. For clients with limited assets or complex projects, Parcion may charge a fixed or hourly fee, with a maximum hourly rate of $500. Wealth management services are typically provided for no additional fee beyond the investment management fee.
11980 NE 24th St, Suite 210, Bellevue, WA, 98005
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