Parkside Family Office is a fee-only registered investment advisor providing investment management services. Parkside develops a personal investment policy or plan with an asset allocation target based on the client's goals, risk tolerance, and tax considerations. Parkside primarily advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Parkside may recommend third-party professionals but is not affiliated with them.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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