S. P. Parkin & Co. is a registered investment advisor based in Chesterfield, Missouri, offering personalized portfolio management, model portfolio management, financial planning, and consulting services to individuals, high-net-worth individuals, corporations, and other entities. The firm utilizes various analytical methods, including fundamental, technical, quantitative, and qualitative analysis, along with asset allocation strategies to manage client portfolios on a discretionary basis. S. P. Parkin & Co. tailors its investment management to clients' specific objectives, such as capital appreciation, growth, income, or a combination, and accommodates reasonable investment restrictions. Additionally, the firm offers comprehensive financial planning covering personal records, tax and cash flow, investments, insurance, retirement, and estate planning, utilizing a proprietary financial model. Representatives of S. P. Parkin & Co. may also act as licensed insurance agents, presenting potential conflicts of interest when recommending insurance-related products. The firm requires a minimum investment of $250,000 for its investment management services, though this minimum may be negotiable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable on a client-by-client basis up to 2.0% of assets under management based on complexity and other factors. Related accounts may be grouped to meet account minimums.