Forest Park Capital manages investment portfolios and provides personalized financial planning for individuals and high-net-worth clients. Forest Park Capital builds customized portfolios using mutual funds, exchange-traded funds, fixed income securities, real estate funds, and insurance products. The firm tailors strategies to each client's goals, risk tolerance, and time horizon. In addition to investment management, Forest Park Capital offers financial planning covering retirement, taxes, life insurance, college savings, and debt management. The firm operates as a registered investment advisor and is legally required to act in your best interest when advising on retirement accounts. Forest Park Capital requires clients to keep their assets with Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable. The advisory fee is calculated using the value of assets on the last business day of the prior billing period and paid monthly in advance.