Park Edge Advisors, LLC logo

Park Edge Advisors, LLC

Updated today

Client assets under management

$481,929,380

Clients

312

32% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

62

Typical

Average account size

$1,544,645

About

Park Edge Advisors provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, trustees, 401(k) participants, privately held business owners, and certain broker-dealer and fund clients. Services described in the brochure include tailored financial plans, discretionary and non-discretionary portfolio management, pension consulting, consulting for held-away assets, and acting as a subadviser or adviser to mutual funds and ETFs.

The firm employs a mix of cyclical, fundamental, quantitative and technical analysis and uses a range of strategies, including long- and short-term trading, options, short sales, inverse funds, and selection of third‑party managers. Park Edge documents client suitability through financial plans or model allocations, seeks equitable allocation of investment opportunities among clients, and conducts regular monitoring and reviews of accounts.

Several features in the brochure are uncommon among peer teams: Park Edge discloses that it offers performance‑based fee arrangements, sponsors a wrap‑fee program and acts as a subadviser, and it advertises performance results — including predecessor and hypothetical performance — while also using testimonials and endorsements. The firm also offers periodic educational seminars and workshops and provides consulting to brokerage customers on commissionable products; the brochure notes some representatives are licensed insurance agents, which it discloses as a potential conflict of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Subadviser services, consulting services

Expertise

Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement income strategy Annuities Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired Self-Employed

Fee options

Fixed

Financial planning fees: $2,500 to $15,000; Pension consulting plans: $5,000 to $100,000.

Percentage

All Assets+: 1.50% annually

Project-based

Educational seminars/workshops up to $500 per hour, payable in advance.

Performance-based

Performance-based fees for qualified clients with management fees discounted from 1.50% down to as low as 1.05% depending on performance fee percentage (10%-30%).

Other

Account minimum: $500,000 (may be waived in discretion)

Main office location

Park Edge Advisors, LLC

2360 W 11 Th St

Cleveland OH 44113, United States

Number of offices

4

Most active in

California · Florida · Michigan · New Jersey · New York · North Carolina · Ohio · Puerto Rico · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Richard L

Series 63, Series 65

Cleveland, OH

Park Edge Advisors, LLC

Richard Lowrie is a financial advisor at Park Edge Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Advisors, McDonald Partners LLC, and Stratos Wealth Advisors. Outside of his advisory role, he serves on the board of trustees for Applewood Centers, a nonprofit focused on mental health and educational services, and is involved with economic policy nonprofits such as Put Growth First and the Puerto Rico Institute for Economic Liberty. Park Edge Advisors serves a diverse client base including high-net-worth individuals, pension plans, and institutional clients. The firm utilizes a mix of investment strategies tailored to each client, including discretionary portfolio management, options, and ETF allocations, and offers performance-based fee arrangements along with traditional asset-based management.

Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement income strategy Annuities Options & derivatives strategies Founder/Business Owner Retired Self-Employed
user avatar

Kimberly M

CFP®

Cleveland, OH

Park Edge Advisors, LLC

Kimberly Murphy is a CFP® professional with three years of industry experience, currently serving at Park Edge Advisors, LLC. She previously worked at Lowrie Wealth Management of Stratos Wealth Advisors LLC and McDonald Partners, LLC. In addition to her advisory role, she is an adjunct professor at the University of Akron and John Carroll University and serves on the board of the Financial Planning Association of Northeast Ohio. Park Edge Advisors serves a diverse client base including individuals, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a tailored investment approach utilizing various analytical methods and trading strategies, and provides services such as subadvisory support and performance-based fee arrangements.

Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement income strategy Annuities Options & derivatives strategies Founder/Business Owner Retired Self-Employed
user avatar

Matthew G

Series 63, Series 65

Cleveland, OH

Park Edge Advisors, LLC

Matthew Gordillo is a financial advisor with Park Edge Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Stratos Wealth Advisors, Inverness Securities, and First Allied Advisory Services. He is also a licensed insurance agent who sells life and health insurance. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients, offering financial planning, discretionary portfolio management, and consulting services. The firm employs a varied investment approach that includes fundamental and quantitative analysis, options, and ETF allocation, with active portfolio monitoring and quarterly reviews.

Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement income strategy Annuities Options & derivatives strategies Founder/Business Owner Retired Self-Employed
user avatar

Todd K

Series 63, Series 65

Cleveland, OH

Park Edge Advisors, LLC

Todd Kalish is a financial advisor at Park Edge Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Park Edge Advisors in 2022, he worked at McDonald Partners and Morgan Stanley in various roles from 2008 to 2022. Kalish serves as a board member of the Catholic Diocese. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients. The firm uses a combination of financial planning and multiple analytical approaches to tailor portfolios, offering discretionary management and subadvisory services with a range of investment strategies including ETFs and options.

Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement income strategy Annuities Options & derivatives strategies Founder/Business Owner Retired Self-Employed
user avatar

Gavin G

Series 65

Hackettstown, NJ

Park Edge Advisors, LLC

Gavin Gewecke is a financial advisor at Park Edge Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Dart Container for six years. Outside of his advisory role, he owns a small farm LLC that grows produce sold to local restaurants. Park Edge Advisors serves a diverse client base including individuals, pension plans, business owners, trustees, and institutional clients. The firm provides tailored financial planning and discretionary portfolio management using a range of investment strategies and offers performance-based fee arrangements alongside asset-based management.

Life insurance needs analysis College savings (529s, UTMA, etc.) Retirement income strategy Annuities Options & derivatives strategies Founder/Business Owner Retired Self-Employed
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