Parks Capital
Assets Under Management
$82.9M
Number of Clients
141
Number of Advisors
2
Average Client AUM
$588K
AUM per Advisor
$41.5M
Compensation
Fee-Only (AUM)
About This Firm
Parks Capital offers wealth management services, including financial planning and investment management, to individuals, high net worth individuals, trusts, estates, corporations, and businesses. They provide discretionary and non-discretionary investment advisory services, tailoring portfolios to client's goals and risk tolerance. They may recommend other professionals for non-investment implementation purposes.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fee Estimator
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
Location
145 Sully'S Trail, Suite 5, Pittsford, NY, 14534