C F Parks Inc

C F Parks Inc is an investment advisory firm established in January 1988, offering services such as Investment Management and Financial Planning tailored to individual needs. Charles Parks is the CEO and principal owner, with Patrick Schultz becoming President in January 2025. The firm primarily uses individual equities and mutual funds for Investment Management, with assets under management totaling $85,683,594 as of December 31, 2024. Clients can expect a fee structure based on a percentage of assets under management, ranging from 2.00% for accounts under $250,000 to 0.50% for accounts over $25,000,001. C F Parks operates on a discretionary basis, making investment decisions without prior consultation. Financial Planning Services include cash flow analysis, retirement planning, and income tax preparation. Clients are encouraged to provide accurate and complete financial information to receive tailored services. The firm's investment strategies are based on economic and fundamental analysis, with a focus on long-term investment goals. C F Parks does not charge performance-based fees and primarily serves individuals, families, trusts, estates, and small businesses. Clients can expect a fiduciary duty, ethical practices, and transparency in all financial dealings. Charles Parks and Patrick Schultz have no material disciplinary events and are committed to maintaining high ethical standards in their financial advisory services.