Parks Investment Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Parks Investment Management, LLC is a registered investment advisor founded in 2022 and owned by George Parks, a Certified Financial Planner. The firm provides discretionary investment management and financial consulting services, managing client assets with a focus on values-based investing. Parks Investment Management builds portfolios using traditional American values, considering both financial returns and social impact by investing in equities, mutual funds, exchange-traded funds, and individual fixed-income securities. Portfolios are continuously monitored and tailored to each client's specific goals, risk tolerance, and personal circumstances. In addition to individual account management, Parks Investment Management offers financial consulting services to other registered investment advisors and financial professionals. The firm custodies client assets primarily through Interactive Brokers.

Assets Under Management$12M
Clients11
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$12M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are individually negotiated up to a maximum of 1.00% annually. Subject to a $250 minimum annual account fee.

Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location

1 Advisors at this firm

Parks Investment Management, LLC - Fees, AUM & Advisors | TrueAdvisor