Ted Parkhill is a registered investment advisor at Incline Investment Management, LLC, based in Boca Raton, FL, with 7 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 1 clients with $33M 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 | 2.00% |
Annual management fee of up to 2.00% based on assets under management. Fees are negotiable. Private fund clients also pay a 20% performance allocation subject to a high-water mark.
Fee Estimator
Location
7280 W Palmetto Park Rd, Suite 301N, Boca Raton, FL, 33433
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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 →Other Business Activities
Ted is the CEO of Incline Management LLC, an investment management firm, and spends about half his time managing the business. He is also the President of Parkhill Financial LLC, a consulting practice, dedicating minimal time, and a Managing Member and IAR of Incline Investment Advisors, LLC, spending about half his time.
Employment History
Current Registrations
Incline Investment Management, LLC
Incline Investment Advisors, LLC
Previous Registrations
Newarc Investments, INC.
Portsmouth Financial Services
State Registrations5 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.
Exams
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