C F Parks provides customized investment advisory services, including investment management and financial planning. They gather information about your financial situation and goals to tailor their services. C F Parks primarily uses individual stocks and exchange-traded funds (ETFs) in investment management. They also offer financial planning services covering various aspects like retirement, estate, and tax planning. C F Parks also offers tax preparation services.
Assets Under Management$86M
Clients198
Advisors1
Avg. per Client$430K
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$25K
Planning is charged separately
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. C F Parks aggregates or households all of your managed accounts together to determine the applicable annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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