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Charles Parks

C F Parks INC
43 Years of Experience
Salisbury, NC
1 Disclosure
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Charles Parks is a registered investment advisor at C F Parks INC, based in Salisbury, NC, with 43 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 213 clients with $98M in assets under management.

C F Parks INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
213 clients
Average Client Portfolio
$458K average
Assets Under Management
$97.7M

Fee Structure

Minimum Investment:$20K
Planning is charged separately
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.85%
$500K - $750K1.60%
$750K - $1.0M1.45%
$1.0M - $2.5M1.25%
$2.5M - $5.0M1.10%
$5.0M - $7.5M1.00%
$7.5M - $10.0M0.85%
$10.0M - $15.0M0.75%
$15.0M - $25.0M0.65%
$25M+0.50%

Fees are negotiable and C F Parks reserves the right to discount fees based on account size, complexity, and other factors. Household accounts are aggregated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

322 E. Council Street, Suite 1A, Salisbury, NC, 28144

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History

Regulatory History (1)
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Customer Dispute
January 2017
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Charles is the President of Parks Property Management LLC, a real estate holding company, since 2004. He is also the President of Parks Financial Services, Inc., an accounting and tax services firm, dedicating about 10-20% of his time to this activity since 2006.

Employment History
Current Registrations
C F Parks INC
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Commonwealth Financial NetworkBroker
June 1993 - June 2023 · 30 yrs
Keogler, Morgan & Company, INC.Broker
January 1987 - June 1993 · 6 yrs 5 mos
Private Ledger Financial Services, IncorporatedBroker
November 1985 - January 1987 · 1 yr 2 mos
Edward D. Jones & CO., L.P.Broker
April 1983 - December 1985 · 2 yrs 8 mos
State Registrations3 states
NCSCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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