How does the advisor help clients – Key Takeaways:
Mike Parke Investment Management, LLC is a renowned financial expert providing top-notch investment management services to clients. With years of experience and extensive knowledge of the financial industry, the firm offers a range of services aimed at helping clients meet their financial goals and secure their financial future.
Some key takeaways that make Mike Parke Investment Management, LLC stand out as a financial expert include:
- Expertise in financial planning and investment management
- Deep understanding of the market and financial trends
- Customized approach for each client’s unique needs
- Transparent and honest communication with clients
- Commitment to helping clients achieve financial success
Facts and Insights
Mike Parke Investment Management, LLC has been in the financial industry for over 15 years and has served numerous satisfied clients. The firm has a deep understanding of the market and economic trends, which enables them to provide sound financial advice and strategies to their clients.
The team at Mike Parke Investment Management, LLC is dedicated to staying updated on the latest developments and trends in the financial sector, ensuring that clients receive current and relevant insights for their investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million | 10+ | 15 years |
Financial Services Offered
Mike Parke Investment Management, LLC offers a range of financial services to help clients create and manage their investment portfolios. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Mike Parke Investment Management, LLC caters to a diverse clientele, including:
- Individuals
- Families
- Businesses
- Retirees
The firm’s customized approach allows them to cater to the specific needs and goals of each client, regardless of their background or financial situation.
Fees & Compensation
Mike Parke Investment Management, LLC is a fee-only firm, which means they do not earn commissions from recommending investment products. The fees are based on a percentage of the assets under management, ensuring that the firm’s goals are aligned with the clients’ best interests. This fee structure also promotes transparency as clients know exactly what they are paying for and the value they are receiving.
Background
Mike Parke is the founder and principal of Mike Parke Investment Management, LLC. He has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®). He holds a Master’s degree in Financial Planning and a Bachelor’s degree in Finance. Mike’s passion for helping clients achieve their financial goals and his expertise in the field has made him a trusted financial advisor.
Financial Advisor Disclosures to Know
Mike Parke Investment Management, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm is required to act in the best interests of their clients and adhere to the fiduciary standard. This means that they must always put their clients’ interests ahead of their own. The firm has a clean record with no legal or regulatory disclosures, ensuring that clients can trust and rely on their services with confidence.