Park Capital Management offers investment consulting and investment management services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. Consulting services include financial planning, investment advice, retirement planning, and insurance analysis. Investment management services include portfolio management, investment analysis, and ongoing account monitoring. Park Capital may recommend third-party investment managers.
Assets Under Management$870M
Clients625
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
All fees are negotiable at Park Capital’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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