Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and can be based on assets under management or a flat annual fee. The maximum annual fee for the programs described in this brochure is 2.80% of the market value of the account, except for AssetMark Wealth Platforms, where the maximum annual fee is 2.00%. Financial planning fees range from $1,000 to $15,000 as a flat fee or $100 to $400 per hour.
Areas of Practice
Advisor Information
Office location
41 University Drive, Suite 400, Newtown, PA, 18940
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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