Park Investments & Consulting (PI&C) provides financial advice and investment management to individuals, families, trusts, estates, charities, and businesses. PI&C offers two main services: Wealth Management, which includes ongoing financial planning and investment management, and Consultation Services, which are hourly or project-based. PI&C is a fee-only advisor, meaning it's only compensated by client fees and doesn't accept commissions.
Assets Under Management$13M
Clients22
Advisors1
Avg. per Client$610K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee for amounts over $1 million is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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