Christopher Engelman is a CFA-designated registered investment advisor at Parkside Investments, LLC, based in Deerfield, IL, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 225 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees for fixed income only accounts are negotiable. Charitable organizations receive a 10% discount.
Fee Estimator
Location
570 Lake Cook Road, Suite 100, Deerfield, IL, 60015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Christopher is a partner of Cedar Hill Partners Holdings I and II, limited partnership holding companies for alternative investments.
Employment History
Current Registrations
Parkside Investments, LLC
Previous Registrations
Cedar Hill Associates, LLC
Cedar Hill Associates INC
Asset Consulting Group INC
State Registrations3 states
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.