Parkview helps entrepreneurs and their families sustain wealth across generations. Parkview offers discretionary and non-discretionary investment management services, providing continuous advice concerning investments based on each client's circumstances and objectives. Parkview also advises families on family governance, succession planning, philanthropy, and business matters.
Assets Under Management$490M
Clients62
AdvisorsN/A
Avg. per Client$7.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.4% to 1%, depending on the size and complexity of the mandate. Fees are negotiable. Parkview may also offer flat fee arrangements for certain Family Office Service Packages.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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