Glen Park
Glen Park is a CFP-designated registered investment advisor at Park Capital Group, INC., based in Redondo Beach, CA, with 31 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 164 clients with $89M 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 $100K | 1.65% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M - $3.0M | 0.90% |
| $3.0M - $3.5M | 0.85% |
| $3.5M+ | Included |
Fees negotiable for accounts over $3,500,001.
Fee Estimator
Location
Redondo Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glen is involved in several business activities, including real estate rentals, providing investment advice through Park Capital Group, and acting as a realtor. He also sells life and disability insurance and is the successor trustee for his parents' living trust.
Employment History
Current Registrations
Park Capital Group, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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.