Park Capital Group offers investment advice tailored to clients' needs, including discretionary portfolio management and separately managed cash management accounts. They also provide retirement plan consulting services to employee retirement plans. Financial planning services range from broad-based to single-subject planning. Park Capital Group may recommend third-party money managers. They advise on various investments, including equities, debt, mutual funds, and ETFs.
Assets Under Management$89M
Clients164
Advisors2
Avg. per Client$540K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M - $3.0M | 0.90% |
| $3.0M - $3.5M | 0.85% |
| $3.5M+ | Included |
Fees negotiable for accounts over $3,500,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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