Park State Asset Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Park State Asset Management provides customized investment management services to individuals, high-net-worth individuals, and organizations. Park State focuses on understanding each client's financial situation, investment goals, and risk tolerance to create a suitable investment strategy. Park State primarily uses fundamental analysis to select investments, focusing on long-term, sustainable earnings growth. The firm offers global equity, conservative (bond-focused), and balanced strategies.

Assets Under Management$200M
Clients59
Advisors3
Avg. per Client$3.4M
Avg. per Advisor$67M

Fee Structure

Investment management only (planning not offered)

Park State charges a percentage of your portfolio's value each year for investment management. The specific fee is negotiable and can vary depending on your relationship with Park State and the investment strategy used, but it generally does not exceed 1% per year.

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Location

3 Advisors at this firm

Park State Asset Management LLC | TrueAdvisor