Park Investments & Consulting provides customized wealth management and investment advisory services to individuals, families, trusts, estates, charitable organizations, and businesses. Led by Paul Huebner, the firm builds personalized investment portfolios using modern portfolio theory and diversified asset allocation strategies, combining individual stocks, exchange-traded funds, and mutual funds. In addition to managing investment portfolios, Park Investments & Consulting offers ongoing financial planning and consultation services covering retirement, tax strategies, estate planning, education funding, and risk management. The firm operates as an independent registered investment advisor committed to acting in clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Annual fee is 1% for the first $1 million. Fees for amounts over $1 million are negotiable.