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)
Parkside Advisors provides advisory services to individuals, trusts, estates, corporations, and other entities. They offer investment management, financial planning, and tax planning services. Investment management involves continuous advice and making investments based on individual client needs. Financial planning covers various aspects of personal finance. Tax planning helps clients reduce tax liabilities.
| 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 circumstances of the engagement and the nature and complexity of the portfolio.
2040 Bancroft Way, Suite 300, Berkeley, CA, 94704