Your Fixed-Fee Investment Coach

Opening Statement

I spent four decades as an institutional investment manager, the last 25 years running my own firm, Newport Capital Advisers LLC. Institutions do not pay a percentage of assets under management forever. They negotiate hard, benchmark rigorously, and hold their advisors accountable for results. I bring that same standard to individual investors with portfolios of one million dollars or more.

When you work with me, you work directly with me. I do not manage your money, sell products, or earn commissions. I analyze your situation, assess your true risk tolerance using validated tools, and give you an independent, data driven second opinion on whether your current arrangement is working for you, or for your advisor.

What I Offer Instead

At Parrillo Investors LLC, I offer a different model. Instead of charging a percentage of your assets forever, I provide institutional grade investment consulting for a fixed fee. You pay for advice, not a perpetual tax on your wealth.

I provide objective, fee only consultative advice with no commissions and no sales of financial products.

What the Traditional Model Actually Costs

If you have one million dollars invested with a traditional wealth manager, there is a good chance you are paying $10,000 to $20,000 every year, whether the market goes up or down, whether your advisor calls you or not.

Most investors never see this number. The fees are real, and they compound against you. Over 20 years, a single 1% annual advisory fee on a $1,000,000 portfolio costs $702,248 in lost wealth, on a portfolio earning a 7% annual return before the advisory fee. The ending value without fees is $3,864,684. After a 1% annual fee, and the lost earnings on that fee, it is $3,167,436.

That is not a rounding error. That is your retirement.

Before you hire me or anyone else, find out what you are really paying. Use my free fee calculator at parrilloinvestors.com/investment-fee-calculator. It takes 60 seconds.