M.Z. Kark & Associates, INC

Assets Under Management

$305.2M

Number of Clients

157

Number of Advisors

1

Avg. Portfolio per Client

$1.9M

Avg. Managed per Advisor

$305.2M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

M.Z. Kark and Associates provides investment advice and consulting services to help clients reach their financial goals. They primarily offer advice on mutual funds, exchange-traded funds, and separately managed accounts, allocating assets among various investment categories based on risk tolerance. They use basic models (conservative, core, and aggressive) and adjust them to meet client objectives. M.Z. Kark and Associates may recommend third-party money managers and monitor their performance. They do not receive commissions or transaction fees.

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.5M0.88%
$1.5M - $2.5M0.75%
$2.5M - $5.0M0.63%
$5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

720 S Colorado Blvd., Suite 613-S, Denver, CO, 80246

1 Advisors at this firm