RichMark Private Wealth Management is a registered investment advisor based in Saginaw, Michigan, offering personalized portfolio management and stand-alone financial planning services. RichMark Private Wealth Management creates custom investment portfolios or utilizes third-party investment platforms and sub-advisors to manage client assets on a discretionary or non-discretionary basis. The firm's financial planning and consulting services cover income and cash flow analysis, retirement planning, tax strategies, insurance reviews, estate planning, and charitable giving. RichMark Private Wealth Management emphasizes tailoring its services to each client's individual circumstances, risk tolerance, and investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances.