Washington Park Advisors offers investment management services using a balanced strategy with stocks, bonds, and options. The firm manages accounts through portfolios, allocating assets among various securities. Washington Park Advisors tailors its services to meet client needs and objectives, and clients can impose reasonable restrictions on their accounts. The firm may recommend rollovers to an IRA from an employer-sponsored retirement plan when it's in the client's best interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.63% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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