Stuart Park
Stuart Park is a registered investment advisor at Park, Miller, LLC, based in Walnut Creek, CA, with 28 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 42 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25.0M - $40.0M | 0.50% |
| $40.0M - $50.0M | 0.45% |
| $50.0M - $60.0M | 0.42% |
| $60.0M - $75.0M | 0.40% |
| $75.0M - $100.0M | 0.38% |
| $100M+ | 0.35% |
Fees are negotiable. The firm does not have clients with portfolios of all the values referenced.
Fee Estimator
Location
2121 North California Blvd., Suite 290, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2021Other Business ActivitiesSells Insurance
Stuart is an insurance broker with various carriers. This activity is insurance-related.
Employment History
Current Registrations
Park, Miller, LLC
Previous Registrations
Lincoln Financial Advisors Corporation
State Registrations1 state
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.