Advisor at Forty Three Eighteen Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Forty Three Eighteen Advisors, LLC
Location
Bentonville, AR 72712
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Jack Parks is a CFP® with 24 years of industry experience and has been the sole advisor at Forty Three Eighteen Advisors, LLC since 2011. He holds Series 63 and Series 65 licenses and operates out of Bentonville, Arkansas. Forty Three Eighteen Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporate clients, and pension or profit-sharing plans. The firm uses a combination of charting, fundamental and technical analysis, and both long-term and short-term trading strategies, typically acting with discretionary authority and preparing Investment Policy Statements for each client.
Based on Forty Three Eighteen Advisors, LLC
$1 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually Above $1,000,000+: 1.00% annually
Hourly financial planning fees range from $150 to $200 per hour
35% of performance above benchmark, paid quarterly in arrears, with a minimum annual fee of 0.25% on all assets under management
Account minimum: $250,000 Minimum fee: Minimum annual fee of 0.25% on all assets under management for performance-based fee clients Fee-only: Investment Supervisory Services fees based on AUM tiers; Financial Planning hourly fees $150 - $200 per hour
1202 Ne Mcclain Rd
Bentonville, AR 72712
Arkansas · Florida
Forty Three Eighteen Advisors, LLC (157712)
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
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