RD
CFP

Rajiv Nath Dixit

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
141 clients
Average Client Portfolio
$588K average
Assets Under Management
$82.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

145 Sully'S Trail, Suite 5, Pittsford, NY, 14534

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Serenity Capital Advisors INC.
September 2025 - Present · 4 mos
Parks Capital
October 2010 - Present · 15 yrs 3 mos
State Registrations2 states
FLNY
Advisor
Exams
No exam information available for this advisor.
Rajiv Nath Dixit - Financial Advisor | AdvisorDiscover