Parkview Asset Management provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. Parkview creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning services cover areas like college, retirement, and small business owner planning. Parkview may also recommend independent managers to manage client portfolios.
Fee Structure
Parkview Asset Management charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.50%. The exact fee depends on the complexity of the services, the amount of assets managed, and your overall relationship with Parkview. Fees are deducted from your account monthly. If Parkview uses independent managers for your account, your overall fees will include Parkview's fee plus the independent manager's fees.