Congress Park Capital offers investment advice to individuals and other clients. The firm manages assets by creating tailored portfolios with stocks, bonds, ETFs, and other securities. They also provide retirement plan consulting services to employer plan sponsors, assisting with plan establishment, monitoring, and investment option reviews. Congress Park Capital does not participate in wrap fee programs.
Assets Under Management$370M
Clients135
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees range from 0.25% - 2.00% annually or a fixed fee generally within the range of $1,500 to $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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