Trademark Capital Management INC.
Assets Under Management
$220.4M
Number of Clients
297
Number of Advisors
4
Average Client AUM
$742K
AUM per Advisor
$55.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trademark Capital Management Inc. offers personalized wealth management services including financial planning and portfolio management, as well as institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. IARs may be employees or independent contractors and can negotiate fees within TCM's parameters.
Fee Structure
Fees vary based on the IAR and services provided. Financial planning is billed hourly, ranging from $150 to $250 per hour. Portfolio management fees are negotiable, up to a maximum of 1.25% annually, billed quarterly in advance. Institutional advisory service fees are individually negotiated. Minimum annual fee of $5,000 for Full Service 3(21) and 3(38) Programs. Some clients' fee schedules are based on prior contractual arrangements and/or historical fee schedules that differ from our current fee arrangements.
Areas of Practice
Location
1551 Jennings Mill Road, Suite 1200A, Watkinsville, GA, 30677