Parkstone Investments provides financial portfolio management for high net-worth individuals. They use fundamental and technical analysis to tailor a long-term investment approach using equities, bonds, ETFs, mutual funds, and options. Parkstone manages client assets on a discretionary basis, aiming for long-term capital appreciation.
Assets Under Management$22M
Clients10
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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