Trademark Capital Management Inc. manages investment portfolios and provides personalized wealth management services including financial planning and portfolio management for individuals and families. Trademark Capital Management uses a tactical asset allocation model designed to participate in market gains while reducing downside exposure. In addition to individual wealth management, Trademark Capital Management offers institutional advisory services, sub-advisory services, model portfolios for third-party platforms, retirement plan consulting, and acts as general partner for private investment funds.
Assets Under Management$150M
Clients339
Advisors6
Avg. per Client$440K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Representative may set fees up to a maximum of 1.25% annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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