S.P. Parkin & Co. offers investment management using model portfolios or individual portfolio management tailored to client needs. They also provide financial planning services, creating comprehensive plans to help clients achieve their financial goals. Additionally, they offer consulting services on specific financial topics and publish a quarterly newsletter with general financial information. S.P. Parkin & Co. manages investments on a discretionary basis.
Assets Under Management$100M
Clients106
Advisors1
Avg. per Client$970K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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 may be negotiable up to 2.0% of assets under management. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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