Park Square Financial Group helps clients build, manage, and protect their wealth. They offer investment management on a discretionary basis, allocating assets among equities, ETFs, and mutual funds. They also provide financial planning services, either as part of investment management or as a standalone service, covering areas like retirement, taxes, estate planning, and insurance. Park Square uses platform providers for asset management services and model portfolios.
Fee Structure
Park Square Financial Group manages investments through a wrap fee program, which covers advisory services, financial planning, brokerage transactions, custody, and reporting for a single fee. The annual fee is a percentage of your portfolio, not to exceed 2.35%. The specific fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are deducted monthly from your account by the custodian.
