Parkview Capital Management fees and pricing

Financial planner in Highland Park, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2020, Parkview Capital Management charges $100⁠-⁠$150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2020. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$150/hr; “Financial planning consulting services are billed at a rate of $100 to $150 per hour.”

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

“This is billed at the end of each quarter and chargeddirectly to each client account.”

Its hourly rate of $100-$150 is below the New Jersey median of $300. 2% of the 174 other New Jersey planners that publish an hourly rate charge less.

“The services we offer are investment advisory services and general financial planning (consulting).”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Founded: 1997 (29 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 9
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $760,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 133261
Phone: (732) 501-1643

Is something on this page wrong or out of date?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.