Assetmark, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

AssetMark offers various investment options through its platform, including model portfolios, individually managed accounts, and individual funds. AssetMark also provides investment supervisory services, research, model portfolios, and investment consulting. AssetMark offers tax management services designed to improve after-tax returns. AssetMark also offers the Efficient Edge Advisory Service exclusively to owners of variable annuity and variable life insurance contracts issued by Genworth Life and Annuity Insurance Company and Genworth Life Insurance Company of New York. AssetMark also offers a platform for banks and trust companies.

Assets Under Management$92B
Clients456,452
Advisors218
Avg. per Client$200K
Avg. per Advisor$420M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

218 Advisors at this firm

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