Advisor at Charitable Foundation Services LLC
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Firm
Charitable Foundation Services LLC
Location
Sarasota, FL
Credentials
Series 63, Series 65
Industry experience
13 years
Geoffrey Parkinson is the sole advisor at Charitable Foundation Services LLC in Sarasota, FL, holding Series 63 and Series 65 designations with 13 years of industry experience. He has been president and CEO of his firm since 2000, providing administrative and consulting services to charitable foundations beyond investment advisory. His work includes managing grant requests, charity communications, and foundation administration. Charitable Foundation Services LLC offers investment advisory and portfolio management primarily to charitable foundations, trusts, and high-net-worth individuals, using a passive, long-only ETF strategy guided by proprietary valuation models and economic overlays. The firm maintains a small client roster, focuses on institutional and charitable clients, and provides extensive foundation administration alongside its advisory services.
0.40% annually (40 basis points), billed quarterly at 0.10% per quarter
Account minimum: $7,000,000 Fee-only: Only compensation is the asset-based fee of 0.40% annually; no commissions or other fees are charged by the firm.
Sarasota, FL
Pennsylvania · Virginia
Charitable Foundation Services LLC
2000 - Present (26 years)
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