C F Parks Inc provides customized investment management, financial planning, and tax preparation services to individuals, families, trusts, estates, and small businesses. Founded in 1988 and based in Salisbury, North Carolina, the firm creates tailored investment strategies primarily using individual stocks, exchange-traded funds, and institutional mutual funds. C F Parks uses a discretionary management approach, meaning they make day-to-day trading decisions on behalf of clients. In addition to managing portfolios, C F Parks offers comprehensive financial planning covering cash flow, retirement, education funding, estate planning, and tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.60% |
| $750K - $1.0M | 1.45% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $7.5M | 1.00% |
| $7.5M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $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.