Parkmount Financial Partners LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Parkmount Financial Partners offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. Parkmount also provides retirement plan consulting services to employer plan sponsors. Parkmount utilizes third-party investment advisory firms to aid in the implementation of investment portfolios. The firm tailors investment advice to individual client needs.
Assets Under Management$40M
Clients50
Advisors1
Avg. per Client$810K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $400K - $1.5M | 1.50% |
| $500K - $1.2M | 1.00% |
| $1.3M - $3.0M | 0.80% |
| $1.5M - $4.0M | 1.00% |
| $3.0M - $7.5M | 0.65% |
| $4.0M - $7.5M | 0.80% |
| $7.5M - $400K | 0.50% |
| $400K - $15.0M | 0.65% |
| $15M+ | 0.65% |
The schedule combines both Asset Management and Comprehensive Portfolio Management fees. Fees are negotiable for accounts over $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
