Forest Park Capital LLC provides portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily advise on mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and treasury inflation protected bonds.
Assets Under Management$48M
Clients70
Advisors3
Avg. per Client$690K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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