Park 10 Financial (P10F) manages investment portfolios based on clients' individual needs and goals. P10F also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. P10F works with clients to create a financial plan designed to achieve their stated financial goals and objectives.
Assets Under Management$470K
Clients5
AdvisorsN/A
Avg. per Client$94K
Avg. per AdvisorN/A
www.linkedin.com/in/randall-fielder-72490bab ·www.linkedin.com/company/park-10-financial/about ·www.park10financial.com
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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