Investmark Advisory Group provides investment management and financial planning services tailored to individual client needs. Investment management includes model strategies and advisor-directed portfolios. Financial planning covers various aspects of a client's financial situation and goals. Investmark Advisory Group can assist in locating other professionals such as insurance advisors, attorneys, and accountants.
Fee Structure
Investmark Advisory Group offers several investment management programs. Fees are calculated as a percentage of the assets in your account. The total fee is the sum of an annual advisor fee and a program fee. Fees are negotiable and can be adjusted based on strategies employed, additional assets managed, and other factors. Fees are deducted quarterly from your account. There are multiple fee schedules depending on the program you choose.
For the IAM and Dimensional Fund (DFA) Models:
- Program fees range from 0.30% to 0.50% depending on the account value.
- Advisor fees range from 1.45% to 1.75% depending on the account value; fees are negotiable for accounts over $3,000,001.
For the IAM SMA Program:
- Program fees range from 0.20% to 0.40% depending on the account value.
- Advisor fees range from 1.45% to 1.75% depending on the account value; fees are negotiable for accounts over $3,000,001.
For accounts custodied at SEI Trust:
- Schedule 1: Flat fees range from 1.45% to 1.75% depending on the account value; fees are negotiable for accounts over $3,000,001.
- Schedule 2: Graduated fees of 1.50% on the first $1,000,000, 1.25% on the next $1,000,000, and 1.00% on amounts over $2,000,000.