Park Elim Leacock
Advisor at Monument Advisers — Carmel, IN
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.
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.
Credentials
Series 65
Experience Industry experience
5 years
Location
Carmel, IN 46032
Monument Advisers
Team
Park Leacock is a financial advisor at Monument Advisers with four years of industry experience. He holds a Series 65 designation and previously worked at Teeple Wealth Management, Belle Tire, and State Farm. Outside of advising, he is the founder and president of Imperium Coffee House LLC, a café in Brownsburg, Indiana, and also leads Smith & Leacock, LLC, a holding company related to a coffee patent. Monument Advisers is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, charitable organizations, pooled vehicles, and corporate clients. The firm uses asset-allocation principles and modern portfolio theory to construct portfolios with a mix of passive and active funds, offering both discretionary and non-discretionary management along with values-based investing options.
Based on Monument Advisers
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Above $10,000,000+: 0.50%
Account minimum: $100,000 Fee-only: Monument is a fee-only firm, compensated solely by clients' fees, no commissions.
Carmel, IN
550 Congressional Blvd, Suite 350
Carmel IN 46032
Advisors at this office
4
Indiana
5 years of industry experience
Teeple Wealth Management, LLC
2021 - Present • 5 years
Brownsburg, IN
Teeple Wealth Management, LLC
2021 - 2021 • 1 year
Brownsburg, IN
Belle Tire
2020 - 2020 • 1 year
Plainfield, IN
State Farm Agency
2019 - 2020 • 1 year
Plainfield, IN
State farm
2015 - 2019 • 4 years
Bloomington, IL
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:
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They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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