Parkview Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Baron Financial Management offers investment advisory services, focusing on managing portfolios through active decision-making, and general financial planning. Baron primarily invests in equities and options, using strategies like purchasing stock and writing covered calls. For clients with higher risk tolerance, Baron also writes uncovered puts. All client assets are managed on a discretionary basis.

Assets Under Management$760K
Clients9
Advisors1
Avg. per Client$84K
Avg. per Advisor$760K

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Parkview Capital Management | TrueAdvisor