Parkside Advisors LLC
Parkside Advisors LLC is a full-service investment advisor with offices in Berkeley and San Francisco, California, managing over $400 million of client assets. The firm offers fee-only financial planning, investment management and tax planning. Parkside Advisors’ managing principals have almost 50 years of combined experience in investment management, financial planning, tax strategy and corporate finance.
Parkside works closely with a variety of high net worth clients, including business owners; entrepreneurs; employees with stock option planning needs; medical and other service professionals; couples and individuals nearing retirement; artists and entertainment professionals; and individuals experiencing significant personal change, such as divorce or generational inheritance.
These clients share a need for a financial advisor with professional insight and experience, performing as their trusted fiduciary. Parkside's integrated offering of financial planning, investment management, and tax planning is tailored to each client's goals. The approach, emphasizing tax strategy along with expense minimization through our investment strategy, makes for a prudent and efficient path to long-term, compounded asset growth. We typically work with clients with minimum investment assets of $2.0 million or more, although we begin working with some clients at lower asset levels - for example, when assets include private company equity and options, private partnerships, or other investments prior to a liquidity event.