Sarah Cobb is a CFP-designated registered investment advisor at Park Place Capital Corporation, based in Homewood, AL, with 16 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 610 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Place Capital Corporation charges for portfolio management as a percentage of the market value of the assets under management. Fees are generally billed quarterly in advance. The fee percentage is negotiable and varies based on the amount of assets managed and the type of management. There is no minimum account size required.
Location
2728 19th Place S, Suite 160, Homewood, AL, 35209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Park Place Capital Corporation
Previous Registrations
Cahaba Wealth Management, INC.
Synovus Securities, INC.
Synovus Securities, INC.Broker
Rim Securities LLCBroker
State Registrations2 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.
Exams
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