Harrison Park Capital (HPC) provides wealth management and financial planning services. For wealth management, HPC uses sub-advisers to manage client portfolios, focusing on asset allocation, portfolio construction, and ongoing performance monitoring. HPC also offers financial planning services covering retirement, investments, risk management, taxes, and estate planning. HPC tailors its services to each client's financial situation and goals, reviewing and adjusting strategies as needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable for accounts over $20,000,001. Clients pay only the assets under management fee charged by Harrison Park Capital, which includes fees for Sub-Advisers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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