27 Bala Park, CFA, is an investment adviser at Cristallo Wealth. The firm's clients have the option to invest in both internally managed mutual funds as well as third-party funds. Park invests client assets in the internally managed funds when they align with client needs. Recently, Cristallo Wealth raised the sales commission rates paid to advisers for recommending the internally managed funds. For some of these funds, the rates exceed the industry average.

To comply with the Standards, Park must: