Park Financial Planning Solutions (PFPS) provides financial planning, portfolio management, and educational seminars. PFPS evaluates clients' current and future financial state, tracks progress toward goals, and develops investment plans tailored to individual risk tolerance and financial objectives. PFPS also offers seminars on personal finance and retirement, with a focus on the federal employees retirement system.
Assets Under Management$1.5M
Clients10
Advisors1
Avg. per Client$150K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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