Parkwood Capital Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment plan and manage the portfolio with discretionary authority. Financial planning, including investment planning, insurance, tax, retirement, college, and debt planning, is included with portfolio management services at no additional cost. PCM primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$3.9M
Clients8
Advisors1
Avg. per Client$490K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.90% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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