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Robert Fuhrman

Advisor at Parsonex Advisory Services, Inc.

Updated today

Location

Crosslake, MN

Credentials

Series 65

Industry experience

8 years

About

Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.

Client services

Based on Parsonex Advisory Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Parsonex Advisory Services, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.)

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Fee options

Fixed

Negotiated fixed fees for financial planning services

Percentage

Under $1,000,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.60% Over $5,000,000+: 0.40%

Project-based

Minimum of $100 per hour

Other

Account minimum: $100,000 Minimum fee: $250.00 minimum annual fee Fee-only: Hourly fees generally at a minimum of $100 per hour; fixed fees negotiable

Location

Crosslake, MN

Most active in

Iowa · Minnesota

Work history

Parsonex Advisory Services, Inc.

2017 - Present (9 years)

Larson-Juhl

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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