Park and Elm Investment Advisers manages investment portfolios using risk assessment tools and model portfolios. They primarily use Dimensional Fund Advisors (DFA) institutional mutual funds. Financial planning services cover various topics like financial goals, retirement strategy, and estate preservation. They also offer retirement plan services to employer-sponsored plans.
Assets Under Management$88M
Clients264
Advisors3
Avg. per Client$330K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Park and Elm may discount the management fee charged to any client. Park and Elm also offers investment management through American Funds Service Company at a flat 1.00% annually.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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