ChartMark Investments provides discretionary portfolio management, investment consulting, and financial planning services to individuals, families, businesses, trusts, estates, and benefit plans. Founded in 2001 and based in Tulsa, Oklahoma, ChartMark focuses on designing and managing equity portfolios intended to outperform broad market cycles over three to five years, while also incorporating fixed income securities, exchange-traded funds, mutual funds, and alternative investments as needed. In addition to managing investments, ChartMark helps clients identify, prioritize, and develop action plans for achieving specific financial goals. The firm is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Portions of accounts may occasionally be billed at different rates (e.g., fixed income at 1%, equities at 2%). Fees may be discounted in certain situations.