Parkstone Wealth Management, LLC

Parkstone Wealth Management, LLC (PWM) is a Limited Liability Company established in November 2013 by Cheryl Fuller Quisenberry and Chester Alan Straily. PWM specializes in offering portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients must provide discretionary authority for PWM to select securities and execute transactions without prior approval. PWM's investment strategy includes asset allocation, risk tolerance assessment, and regular portfolio monitoring. The firm primarily advises on equities, ETFs, mutual funds, and fixed income securities, with a focus on long-term trading and diversification. PWM acts as a fiduciary, committed to making investment decisions in clients' best interests. The firm charges an annual fee based on total assets under management, ranging from 1.00% to 2.00%. Financial planning services are included for portfolio management clients, covering areas such as cash flow planning, tax strategies, and retirement planning. PWM requires a minimum portfolio size of $3,000,000 or a minimum annual fee of $25,000, which may be waived based on specific criteria. Clients have the flexibility to impose restrictions on investments based on personal values. PWM does not participate in wrap fee programs and does not accept performance-based fees. The firm provides investment analysis using fundamental, quantitative, and technical approaches, emphasizing the importance of risk management and long-term investment strategies. Clients' accounts are reviewed quarterly, and they receive monthly reports detailing account performance and fees. PWM does not receive compensation for recommending specific securities and does not accept third-party referrals.