WashPark Capital specializes in investment management and financial planning, particularly focusing on retirement income transition and distribution planning. They manage client investment portfolios on a discretionary basis, tailoring their advice to individual client needs and objectives. They also offer comprehensive financial planning, covering areas like cash flow, insurance, investments, and retirement planning. Clients can also engage WPC for hourly or fixed-fee financial planning and consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable and may differ based on the size of the relationship and the level and complexity of services needed. Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), WPC may negotiate a fee rate that differs from the range set forth above.