Park 64 Capital offers asset management services, providing ongoing supervision of client accounts with investment opportunities in stocks, bonds, mutual funds, and more. They also offer financial planning and consulting services, helping clients with financial goals, tax planning, asset allocation, retirement planning, and other areas. Specific recommendations are tailored to each client's individual Investment Policy Statement.
Assets Under Management$21M
Clients53
Advisors1
Avg. per Client$410K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$150K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are negotiable and range from 0.35% to 1.25% annually. The firm also offers financial planning services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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