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%