WashPark Capital is a registered investment advisor founded in 2015 and based in Denver, Colorado. WashPark Capital manages investment portfolios for individuals and high-net-worth clients, primarily utilizing mutual funds and exchange-traded funds based on Modern Portfolio Theory and fundamental analysis. WashPark Capital builds customized, long-term portfolios and provides continuous monitoring and discretionary trade execution. In addition to investment management, WashPark Capital includes comprehensive financial planning at no extra cost, covering cash flow, insurance analysis, investment review, and retirement transition planning. WashPark Capital also offers a retirement fundedness assessment for prospective clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees vary up to 0.85% depending on the size and composition of the portfolio. Fees are negotiable.