Park Investments and Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Park Investments & Consulting is an independent, fee-only registered investment adviser that provides comprehensive wealth management and discrete hourly or project-based consultation services to individuals, families, trusts, estates, charitable organizations and business entities. The firm serves as a fiduciary and delivers discretionary portfolio management while clients maintain custody of assets with unaffiliated custodians.
The firm’s investment approach is explicitly grounded in Modern Portfolio Theory and strategic, diversified asset allocation, blending internally researched securities with mutual funds and exchange‑traded funds and employing fundamental analysis where appropriate. Portfolios are managed with a long‑term orientation, regular internal reviews, and an investment‑policy process that depends on active client participation to define objectives and risk tolerances.
Compared with many solo practices, Park’s brochure discloses a relatively small client roster supporting about $25.9 million in assets under management, indicating a focus on larger, customized relationships and a stated minimum for its wealth‑management offering. The firm also emphasizes project work and second‑opinion reviews alongside ongoing management, the principal owner doubles as the firm’s compliance officer, and the adviser participates in an institutional custodian program that provides operational and research support.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% annually $1,000,001+: Negotiable
Minimum hourly fee of $350
Account minimum: $1,000,000 Fee-only: Asset-based management fee and hourly/project-based consultation fees
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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