Park Square Financial Group manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and estates. The firm takes an active approach to asset allocation, primarily using equities, exchange-traded funds, and mutual funds, alongside third-party model managers through administrative platform providers. Financial planning services cover personal records, taxes, cash flow, investments, insurance, retirement, and estate planning, and are included as part of investment management or offered separately. Park Square specializes in working with individuals and high-net-worth clients, helping them build, manage, and preserve their wealth.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum annual fee is 2.35% of assets under management. Fees are negotiable on a client-by-client basis.
