ChartMark Investments provides investment management, investment consulting, and financial planning services. Services are tailored to each client's needs. ChartMark manages investments for individuals, benefit plans, trusts, estates, and businesses. For retirement plans, ChartMark provides consulting services related to company 401k plans through third-party providers. ChartMark may also provide financial planning services to individuals and businesses.
Assets Under Management$88M
Clients76
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
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% |
In some cases, portions of accounts may be billed at different rates (e.g. fixed income holdings charged at 1% annually and equity holdings charged at 2%). All fee arrangements however will be quoted in advance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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