Parkview US provides investment advisory, management, and controlling services to entrepreneurs and their families to sustain wealth across generations. They offer discretionary and non-discretionary portfolio management, developing tailored investment policies based on client objectives, risk tolerance, and liquidity needs. Parkview US also advises families on family governance, succession planning, philanthropy, and business matters.
Assets Under Management$310M
Clients18
AdvisorsN/A
Avg. per Client$17M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Parkview US charges a fee based on a percentage of the value of your portfolio. The annual fees range from 0.5% to 1%, depending on the size and complexity of the account. The fee is charged quarterly.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.