Todd Kalish
Todd Kalish is a registered investment advisor at Park Edge Advisors, LLC, based in Cleveland, OH, with 28 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 328 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Qualified Clients will pay an annual fee of assets under management along with a performance fee based on capital appreciation in excess of a mutually agreed upon benchmark. To align its interests with clients, Park Edge discounts its 1.50% management fee by the same percentage as the performance fee and allows clients to select the combination that suits them.
Fee Estimator
Location
2360 W 11th St, Cleveland, OH, 44113
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Regulatory History (2)
Customer Dispute
March 2023Regulatory
June 2022Other Business ActivitiesSells Insurance
Todd owns multiple rental properties and is a licensed insurance agent selling life and health insurance, dedicating minimal time to these activities. He also holds board member position at Catholic Diocese and has investments in several entities.
Employment History
Current Registrations
Park Edge Advisors, LLC
Previous Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
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.