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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.88% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.63% |
| $5M+ | 0.50% |
Fee Estimator
Areas of Practice
Location
720 S Colorado Blvd., Suite 613-S, Denver, CO, 80246