Overlook Park Wealth provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning and consulting services covering areas like retirement, debt management, tax planning, and estate planning. They also hold seminars and workshops to educate the public on investments.
Assets Under Management$7.6M
Clients78
Advisors1
Avg. per Client$98K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...