TN
TN
Todd Needlman
23 Years of Experience
Deerfield, IL
1 Disclosure
Todd Needlman is a registered investment advisor at Parkside Investments, LLC, based in Deerfield, IL, with 23 years of industry experience. Todd 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
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
225 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
570 Lake Cook Road, Suite 100, Deerfield, IL, 60015
Get directionsHistory
Regulatory History (1)
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Regulatory
May 1993Final
Employment History
Current Registrations
Parkside Investments, LLC
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Interactive Brokers LLCBroker
August 2013 - June 2018 · 4 yrs 10 mos
Cassandra Trading Group, LLCBroker
November 2012 - July 2013 · 8 mos
Peak6 Capital Management LLCBroker
July 2004 - August 2012 · 8 yrs 1 mo
Slk-Hull Derivatives LLCBroker
August 2002 - May 2004 · 1 yr 9 mos
Hull Liquidity Fund, L.P.Broker
September 1999 - November 1999 · 2 mos
State Registrations1 state
IL
Advisor
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
No exam information available for this advisor.