Fees

Our fees are transparent and straightforward: 

  • 1.00% of assets under management per year for accounts up to $1 million.
  • 0.80% of assets under management per year for amounts above $1 million to $5 million
  • 0.60% of assets under management per year for amounts above $5 million

Keeping your fees as low as possible is one of the most important ways you can control and improve your investment performance. Contact us today for a free consultation. After consultation, there is no obligation to work together with Parabolic Asset Management.

fees

Financial Advice and Planning for a Secure Future

Rainier Trinidad, CFA, is dedicated to providing you with sound financial advice so that you can achieve your financial goals. It’s never too early or too late to start planning for your future. Whether you are 18 years old or 58 years old, there is always a way to plan for retirement.

Parabolic Asset Management works with people of all ages and in all income brackets. The important part of financial planning is setting up a strategy which allows you to take small steps towards long term wealth. Wealth doesn’t come easily and it often takes sacrifices. At Parabolic, our team will find a path for you to save for the future without depleting all your finances of today. Our software program, MoneyGuidePro, allows us to find lifestyle choices which will allow you to achieve your target financial goals.

It’s important to remember that no one can predict the future. After all, you may win the lottery or come into a huge and unexpected inheritance. But, given that most people do not come into sudden and immediate wealth, we will try our best to find an appropriate financial plan that best suits your needs. Call us for no obligation consultation on financial planning: (619) 888-4070.