WealthMark LLC offers portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. WealthMark may also act as a subadvisor to other advisors. They also offer financial planning for 529 college savings accounts. WealthMark limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, REITs, insurance products including private placements, and government securities.
Assets Under Management$130M
Clients193
Advisors2
Avg. per Client$680K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $499K - $1000K | 1.00% |
| $1000K+ | 1.00% |
Fees are negotiable. Qualified clients may pay a 15% performance fee based on capital appreciation, instead of the annual fee on assets under management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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