Park Investments and Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Park Investments & Consulting offers fee-only, fiduciary wealth management and project-based consultation services to individuals, families, trusts, estates, charitable organizations and business entities. The firm manages roughly $25.9 million across a relatively small number of client accounts and also provides standalone consultations and second‑opinion portfolio reviews.
The adviser’s investment process is grounded in Modern Portfolio Theory and a strategic, diversified asset-allocation framework, combining internally researched securities with externally managed mutual funds and ETFs to tailor portfolios to clients’ stated objectives. Ongoing services emphasize risk reduction and long-term positioning, with periodic internal portfolio reviews and an expectation of active client participation in planning and policy development.
Distinctive features include a compact client roster with substantial assets per account and a formalized offering that accommodates both continuous wealth management relationships and limited-scope, hourly or project engagements. The firm’s owner also serves as its compliance officer, it operates under a fee-only fiduciary model, and it recommends institutional custody and related operational services while retaining only limited custodial access for fee processing.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% annually $1,000,000+: Negotiable
Minimum hourly fee is $350 per hour for Consultation Services
Account minimum: $1,000,000 Fee-only: Advisory fees charged as percentage of AUM plus hourly/project-based fees for consultation services starting at $350/hour
Main office
18720 Mack Avenue, Suite 210
Grosse Pointe Farms MI 48236
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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