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%
We work closely with a variety of professionals and individuals and their families, 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 tailored for their goals. WeRead More
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. Charlie and Audrey merged their legacy firms together in 2018 to enhance and expand service and investment offerings for their existing client base and to manage the firm’s growth. Today, Parkside Advisors is a full-service, SEC-registered investment advisor with offices in Berkeley and San Francisco managing over $400 million of client assets. Charlie Benziger established Parkside Capital Advisors in 2013 after ten years as a portfolio manager and analyst in the institutionalRead More
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.