Margo Park Financial is a registered investment advisor based in San Diego, California, founded in 2014 and led by Jason Park. The firm primarily offers ongoing portfolio management services, tailoring investment strategies based on each client's specific goals, risk tolerance, time horizon, and personal values. Margo Park Financial constructs personalized investment policies and utilizes modern portfolio theory and quantitative analysis to build diversified portfolios consisting of mutual funds, equities, fixed income securities, exchange-traded funds, real estate funds, non-U.S. securities, and insurance products such as annuities. The firm operates on a fee-only basis without accepting commissions on securities recommendations, though its principal is a licensed insurance agent who may offer insurance products separately. Margo Park Financial primarily works with individuals, including high-net-worth clients, trusts, and businesses, requiring a general minimum investment of $500,000 for portfolio management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $3.0M | 1.20% |
| $3.0M - $3.5M | 1.10% |
| $3.5M - $4.0M | 1.00% |
| $4.0M - $4.5M | 0.90% |
| $4.5M - $5.0M | 0.80% |
| $5.0M - $5.5M | 0.70% |
| $5.5M - $6.0M | 0.60% |
| $6.0M - $6.5M | 0.50% |
| $6.5M+ | 0.40% |
Subject to a minimum fee of $250 per month. Donor-advised funds are charged 1.50%. Business retirement plans are charged 0.50%.