Mike Parke Investment Management, LLC offers investment advice and financial planning services. The firm actively manages client portfolios, primarily using individual stocks and bonds, but may also use mutual funds and exchange-traded funds. The firm gathers information through interviews and questionnaires to understand client needs and risk tolerance. Accounts are managed on a discretionary basis, but clients can request specific equity purchases or sales.
Assets Under Management$88M
Clients123
Advisors1
Avg. per Client$720K
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $500K | 0.60% |
| $500K - $1.5M | 0.57% |
| $1.5M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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