Parkview Investments provides portfolio management services. They start with a free initial consultation to understand your financial situation and goals. They then make recommendations on investments like stocks, mutual funds, and bonds. You make the final decisions on all trades. Parkview Investments monitors accounts daily and makes recommendations, but clients are responsible for executing the trades.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.00% |
Parkview Investments does not negotiate its management fee, but does offer discounts to select friend and family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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