Alan Cole is a CFA, CIC-designated registered investment advisor at Parkside Investments, LLC, based in Deerfield, IL, with 26 years of industry experience. Alan 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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Alan is a partner of Cedar Hill Partners Holdings I and Cedar Hill Partners Holdings II, limited partnership holding companies of alternative investments.
Employment History
Current Registrations
Parkside Investments, LLC
Previous Registrations
Cedar Hill Associates, LLC
Cedar Hill Associates INC
State Registrations3 states
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