Hans Berkenhoff is a CFA-designated registered investment advisor at Parkside Family Office LLC, based in Edmonds, WA, with 34 years of industry experience. Hans operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Location
6410-139th Place S.W., Edmonds, WA, 98026-3224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Parkside Family Office LLC
Previous Registrations
Barker & Associates LLC
Harbour Investment Management L.L.C.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.