AssetMark's Investment Management fees, specifically the Advisor Fee, vary based on the total assets under management.
AssetMark Investment Management Advisor Fees
The cost for AssetMark's Investment Management services is typically structured as an advisor fee, which is a percentage of the assets under management (AUM). This fee generally decreases as the amount of assets managed increases, following a tiered schedule.
Here is a breakdown of the advisor fees based on the asset tiers:
| Assets Under Management | Advisor Fee |
|---|---|
| Under $250,000 | 1.50% |
| $250,001 - $500,000 | 1.25% |
| $500,001 - $1,000,000 | 1.00% |
| $1,000,001 - $2,500,000 | 0.75% |
Please note: This fee schedule represents a sample comprehensive fee structure for investment management. It's important to review specific agreements as fees can vary based on the particular program, services utilized, and agreements with your financial advisor. For more detailed information, you may refer to comprehensive fee schedules available on the AssetMark website.
