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.