Parkside Investments provides investment management services, specializing in long-term wealth management plans for high-net-worth individuals, families, foundations, and endowments. Parkside develops investment strategies and portfolio allocations based on client's investment objectives, risk tolerance, and liquidity needs. They use a combination of investment strategies, including individual stocks, bonds, ETFs, mutual funds, and closed-end funds. They may also recommend private investments. Parkside does not solicit for, or sponsor, any unaffiliated third-party asset manager and they receive no referral fees.
Assets Under Management$1.3B
Clients225
Advisors5
Avg. per Client$5.8M
Avg. per Advisor$260M
open.spotify.com/show/3mlhmrom2rjxgvbfwfyawv?si... ·www.parksideinv.com ·www.linkedin.com/company/parkside-invest
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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