Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on assets under management or advisement. In certain cases, financial planning, reporting and/or consulting services are provided for an additional fee, which can be based on a percentage of assets or a flat or hourly rate. The minimum investment required on the AssetMark Platform depends upon the Investment Solution chosen for a Client’s account and is generally $10,000 for Mutual Fund and $25,000 for ETF Accounts and from $25,000 to $1,000,000 for Privately Managed and Unified Managed Accounts, depending on the investment strategy selected for the account.
Areas of Practice
Advisor Information
Office location
16090 Swingley Ridge Road, Suite 460, Chesterfield, MO, 63017
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Adam is a manager at InvestTax Wealth Advisers, LLC, offering investment advisory services, dedicating full-time hours. He also works as a CPA at ITWA CPA Tax Services, spending about a quarter of his time on this non-investment related activity.