Successful Portfolios LLC

Successful Portfolios LLC, established in February 2010 by Parker Evans, CFA, CFP, is an investment advisor firm based in Clearwater, FL. Specializing in personalized financial planning and investment management, the firm manages approximately $242.6 million in client assets as of March 24, 2025, with discretionary assets comprising about 90% of total managed assets across 565 accounts for 192 households. For full-service custom asset management, Successful Portfolios charges annualized compensation based on a tiered fee schedule, starting at 1.25% for the first $1,000,000. Qualified investors may negotiate a performance fee arrangement based on account profit. Additionally, the firm offers hourly financial planning services at $150 per hour. Successful Portfolios employs fundamental, technical, and quantitative analysis in its investment strategies, focusing on well-diversified portfolios of stocks, bonds, options, and ETFs. The firm emphasizes ongoing communication, tax-aware investing, and risk management to help clients achieve long-term financial goals. The firm serves various clients, including individuals, families, high-net-worth individuals, trusts, and charitable organizations, with a minimum combined account size of $100,000 for full-service custom investment management. Successful Portfolios acts as an independent Registered Investment Advisor, prioritizing client service and portfolio management.