CP

Crysten Marie Parker

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
47 advisors
Number of Clients
3,469 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$18.4B

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$1,100

MNA's fees cover wealth management services, including advice, asset management, account monitoring, and custody. Clients also pay brokerage commissions, transaction fees, and custody charges. Custody fees for ETC are embedded in the fee schedules. MNA may negotiate fee schedules. Clients will soon be offered fee schedules through Envestnet that differ from those reflected in this Brochure. Clients on Envestnet will receive an unbundled fee that includes a higher advice and planning fee and a lower investment fee. Total fees on Envestnet will remain largely the same as the bundled fee shown herein.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

Powder Springs, GA

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Crysten is an employee and investment advisor representative of Manning & Napier Advisors, LLC. She also serves as treasurer on the board of Room to Move and provides accounting and financial consulting services, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
December 2023 - Present · 2 yrs 1 mo
Manning & Napier Investor Services, INC.
September 2023 - Present · 2 yrs 4 mos
Manning & Napier Investor Services, INC.Broker
September 2023 - Present · 2 yrs 4 mos
State Registrations23 states
ALAZCACODCFLGAILKYLAMEMONCNJNVNYOHORSCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.