Parkside Advisors is a fee-only registered investment advisor; we are compensated exclusively by the fees paid by our clients, and do not receive selling commissions or participate in any other product driven compensation structures. The fee structure for our services is as follows:
Parkside Advisors' annual fee for investment management services is based on a percentage of assets under management and scales based on total client assets managed by us. Our annual fee schedule is as follows:
- Up to $2.5 million: .90%
- $2.5 million - $5 million: .75%
- Over $5 million: .35%
The fee for a full financial plan is $3,000. However, this fee is waived if you engage Parkside Advisors for investment management services.
Strategic tax advice is provided to clients as part of our investment management fees. Tax filing preparation services are billed separately.
For more detailed information about our fees and services, contact us today.