Park Wealth Management (PWM) provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. PWM creates an Investment Policy Statement for each client. PWM also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. PWM primarily recommends mutual funds, ETFs, and stocks.
Assets Under Management$26M
Clients149
Advisors1
Avg. per Client$170K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...