Park Investments and Consulting LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,894,441
Clients
29
52% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$892,912
About
Park Investments & Consulting is a fee‑only, state‑registered independent advisory practice operated by a single advisor. The firm provides ongoing wealth management for individuals, families, trusts and business entities, and also offers project‑based consultation services and second‑opinion portfolio reviews.
Investment advice is delivered through customized portfolios that rely on Modern Portfolio Theory and strategic, diversified asset allocation, blending internally researched securities with third‑party funds. The adviser emphasizes a collaborative planning process — including written investment policy documents and periodic portfolio reviews — and expects active client participation in setting objectives and implementing plans.
Compared with many solo independent advisers, Park manages a multi‑million dollar asset base with a relatively small client roster and explicitly serves high‑net‑worth households as well as other individual clients. The firm was formed in 2024 by an advisor with prior industry experience and participates in an institutional custodian program that provides execution, reporting and research support used in portfolio implementation.
Client services
Portfolio management
Consultation services
Expertise
Wealth management
General retirement planning
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1% annually $1,000,000+: Negotiable for amounts over $1 million
Minimum hourly fee $350 for consultation services
Account minimum: $1,000,000 Fee-only: 1% annually for first $1 million; negotiable above $1 million; hourly/project-based fees for consultation services starting at $350/hour
Main office location
Park Investments and Consulting LLC
17154 Kercheval Ave.
Grosse Pointe MI 48230, United States
Number of offices
1
Most active in
Park Investments and Consulting LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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