Museum Park Capital fees and pricing

Financial planner in Chicago, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 8, 2026, Museum Park Capital charges an annual fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $2,000/yr; “In addition to the asset-based Portfolio Management Fee, MPC charges an annual Investment Advisory Retainer of $2,000 per client relationship.”

Payment and refund terms, quoted from the fee section of the brochure.

“The retainer is billed quarterly in arrears, prorated for any partial quarter, and stated in the client's written advisory agreement.”
“The Portfolio Management Fee and Investment Advisory Retainer are negotiable at MPC's sole discretion.”
“Fixed fees are billed directly by invoice in arrears, after MPC completes and delivers the agreed work.”

Its annual fee of $2,000 is below the Illinois median of $7,500. 10% of the 77 other Illinois planners that publish an annual fee charge less.
1 of the 25 other planners in Chicago that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Minimum: $50,000 in assets (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 343287
Phone: (201) 220-8435

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.