Assets Under Management
$82.9M
Number of Clients
141
Number of Advisors
2
Average Client AUM
$588K
AUM per Advisor
$41.5M
Compensation
Fee-Only (AUM)
Parks Capital provides discretionary and non-discretionary investment advisory services. They ascertain client investment objectives and allocate assets accordingly, providing ongoing supervision. Financial planning and consulting are generally included in the advisory fee, with potential additional charges for extraordinary services. They may recommend other professionals but are not responsible for their services.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
145 Sully'S Trail, Suite 5, Pittsford, NY, 14534