| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Parks Capital charges an annual fee of 1.50% of assets under management, billed quarterly. Financial planning services are provided on a complimentary basis. Retirement plan advisory services are assessed as an annual asset-based fee ranging up to 1.00%, paid quarterly. Clients are responsible for custody and securities execution fees charged by the custodian. Parks Capital will cease providing investment advisory services to clients effective October 1, 2025.
145 Sully'S Trail, Suite 5, Pittsford, NY, 14534
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