Debbiann Frenzel is a registered investment advisor at Parkside Investments, LLC, based in Deerfield, IL, with 23 years of industry experience. Debbiann 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 →Employment History
Current Registrations
Parkside Investments, LLC
Previous Registrations
Cedar Hill Associates, LLC
Cedar Hill Associates INC
State Registrations3 states
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