Countryside Financial offers investment advice tailored to clients' needs and objectives. Services include discretionary portfolio management, access to the AssetMark wrap-fee program, annuity product management through Jackson National Life Insurance, and direct-at-fund account management. They also offer financial planning packages. Investment advice may vary among clients.
Assets Under Management$73M
Clients248
Advisors3
Avg. per Client$300K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.15% |
| $750K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,000. This schedule applies to assets managed through the AssetMark Platform. Assets managed outside the AssetMark Platform are charged 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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