Greatmark Investment Partners offers continuous advice on investing client funds based on individual needs. They develop a personal investment strategy and manage a portfolio based on that strategy. Greatmark manages accounts on a discretionary basis, deciding which securities to purchase and sell. Investment recommendations include exchange-listed securities, over-the-counter securities, foreign issuers, corporate debt, certificates of deposit, municipal securities, mutual fund shares, and U.S. governmental securities.
Assets Under Management$1B
Clients433
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$340M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $700K | 1.00% |
| $700K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule is for equity assets & securities. For fixed income assets & mutual funds/ETFs: First $2 million is 0.50%, balance over $2 million is 0.25%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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