Trademark Financial Management offers investment advice and portfolio management using a tactical asset allocation approach. Trademark manages portfolios on a discretionary basis, tailoring advice to meet client needs. They also offer consulting services like portfolio reviews and investment analysis for a one-time fee. Trademark primarily advises on mutual funds and ETFs, but may also advise on other securities. Trademark acts as a fiduciary, required to act in the client's best interest.
Assets Under Management$250M
Clients449
Advisors2
Avg. per Client$550K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.20% |
| $50K - $200K | 1.00% |
| $200K - $400K | 0.80% |
| $400K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.44% |
This is the fee schedule for the Asset Management Program. Trademark also offers a TAMP program and a Direct Management Program with different fee structures. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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