Parkmont Wealth Advisors offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Parkmont creates an Investment Policy Statement for each client. Parkmont generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, Leveraged and/or Inverse Index ETFs, (including ETFs in the gold and precious metal sectors) and treasury inflation protected/inflation linked bonds. Parkmont may use other securities as well to help diversify a portfolio when applicable.
Assets Under Management$35M
Clients525
Advisors4
Avg. per Client$67K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.98% |
| $100K - $250K | 1.86% |
| $250K - $500K | 1.74% |
| $500K - $1000K | 1.56% |
| $1.0M - $2.0M | 1.32% |
| $2M+ | 0.96% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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