Councilmark Asset Management provides investment management services to individuals, trusts, corporations, charitable organizations, foundations, financial institutions, and retirement plans. Councilmark works with clients to establish investment objectives and policy guidelines. The firm's revenue comes from client fees based on a percentage of the value of assets under management.
Assets Under Management$250M
Clients28
AdvisorsN/A
Avg. per Client$8.9M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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