WealthPro offers financial planning, consulting, investment management, and investment consulting services. Financial planning involves establishing goals, gathering data, analyzing finances, developing recommendations, implementing plans, and monitoring progress. WealthPro may recommend independent investment managers and monitors their performance. Clients receive disclosure statements from both WealthPro and the independent managers. WealthPro also offers an asset allocation system called WealthCraft® - Managed Asset Allocation Program (MAAP) on the AssetMark Platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.70% |
This schedule applies to the AssetMark Platform. Fees may vary depending on the Strategist selected. A broker/dealer supervisory fee is also deducted. Total annual fees may exceed 1.65% when certain independent managers include asset-based custodial fees as part of their platform fee.