Parkside Advisors LLC
Assets Under Management
$746.5M
Number of Clients
217
Number of Advisors
N/A
Average Client AUM
$3.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Parkside Advisors provides advisory services to individuals, trusts, estates, corporations, and other entities. They offer investment management, financial planning, and tax planning services, managing portfolios on a discretionary basis with a diversified global asset allocation strategy. They typically work with clients with investment assets of $2.0 million or more.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.45% |
Fees may be negotiable depending on the engagement and portfolio complexity.
Fee Estimator
Parkside's standard annual fee is based on a percentage of assets under management, billed quarterly in arrears. The fee schedule is 0.90% for the first $2,500,000, 0.75% for assets between $2,500,001 and $5,000,000, and 0.45% for assets over $5,000,000. Fees may be negotiable depending on the engagement and portfolio complexity. Clients also bear trading costs and custodial fees. Parkside typically works with clients with investment assets of $2.0 million or more, although the firm may begin working with some clients at lower asset levels.
Areas of Practice
Location
2040 Bancroft Way, Suite 300, Berkeley, CA, 94704