Charles Parks is a registered investment advisor at C F Parks INC, based in Salisbury, NC, with 42 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 198 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.60% |
| $750K - $1.0M | 1.45% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $7.5M | 1.00% |
| $7.5M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Fees are negotiable. C F Parks aggregates or households all of your managed accounts together to determine the applicable annual fee.
Fee Estimator
Location
322 E. Council Street, Suite 1A, Salisbury, NC, 28144
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Charles is the President of Parks Property Management LLC, a real estate holding company, since 2004. He is also the President of Parks Financial Services, Inc., an accounting and tax services firm, dedicating about 10-20% of his time to this activity since 2006.
Employment History
Current Registrations
C F Parks INC
Previous Registrations
Commonwealth Financial NetworkBroker
Keogler, Morgan & Company, INC.Broker
Private Ledger Financial Services, IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.