Park Leacock is a registered investment advisor at Monument Advisers, based in Carmel, IN, with 4 years of industry experience. Park operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management. Their firm serves 18 clients with $4.8M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
550 Congressional Blvd, Suite 350, Carmel, IN, 46032
Get directionsHistory
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 Activities
Park is the founder and president of Smith & Leacock, LLC, a holding company for a coffee-related patent, requiring no time during trading hours. Park also serves as founder and president of Imperium Coffee House LLC, a café, dedicating minimal time to this role.
Employment History
Current Registrations
Monument Advisers
Previous Registrations
Teeple Snyder Newsome Wealth Management
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.