The fee structure for our services is as follows: Investment Management, Financial Planning and Tax Planning Parkside Advisors' annual fee for its integrated services is based on a percentage of assets under management and scales based on total client assets managed by the firm. Our annual fee schedule is as follows: Up to $2.5 million: .90% $2.5 million - $5 million: .75% Over $5 million: .45%
What types of clients do you work with?
We work closely with a variety of professionals and individuals and their families, across the United States, including: Corporate executives Business owners and partnership members Service professionals, including doctors, lawyers and consultants Entrepreneurs Employees with stock option, RSUs and other equity compensation arrangements Artists and entertainment professionals Couples and individuals preparing for, or in, retirement Individuals experiencing significant personal change, such as divorce or generational inheritance These clients have a shared common need: financial advisors who are their trusted fiduciaries holding their best interests in mind, and providing a uniquely integrated offering of financial planning, investment management and strategic tax planning tailoredRead More
What depth of experience does the firm have?
Our firm’s Managing Principals and equity owners, Charlie Benziger and Audrey Grubman, have almost 50 years of combined experience in investment management, financial planning, tax strategy and corporate finance. The firm is focused on excellence across our service and investment offerings to best serve our clients’ ongoing needs. Today, Parkside Advisors is a full-service investment advisor with offices in Berkeley and San Francisco with over $500 million of client assets under management. Charlie Benziger’s prior experience included ten years as a portfolio manager and analyst in the institutional asset management industry and nine years in corporate finance in the investment bankingRead More
What makes Parkside Advisors different?
We are a firm that has worked with clients for over twenty years to achieve their financial goals. We analyze and manage your finances holistically, offering an integrated “trifecta” of financial planning, investment management and strategic tax advice. This comprehensive approach, emphasizing tax efficiency and expense minimization with our investment strategy, makes for a prudent and efficient path to long-term compounded growth. We are also deep believers in technology, offering just the right balance of financial software expertise and personalized client management.