Wealthmark, LLC

WealthMark LLC is a financial advisory firm established on June 26, 2007, by principal owner Benjamin Arthur Esget. The firm offers various advisory services, including Investment Supervisory Services tailored to individual client goals and risk tolerance. WealthMark may act as a subadviser to unaffiliated advisers and provides financial planning advisory services for 529 College Savings Accounts. The firm may charge performance-based fees for qualified investors and has referral agreements through its Turnkey Asset Management Program. WealthMark LLC does not have a minimum account size requirement and manages assets totaling $98,000,000 under discretionary management. Fees for Investment Supervisory Services are based on total assets under management and are negotiable. The firm may charge fees for subadviser services and financial planning for 529 accounts based on total assets. Performance-based fees are 15.00% of net profits for qualified investors. Clients are responsible for third-party fees, and fees are paid quarterly in arrears. The firm's investment strategies include charting, fundamental, technical, and cyclical analysis, with a focus on absolute return and all-weather strategies. WealthMark LLC upholds a fiduciary duty to act in the best interest of clients and maintains a Code of Ethics covering various areas. The firm accepts discretionary authority for managing client accounts and does not accept voting authority for client securities. Benjamin Arthur Esget is the sole management person, and the firm has no material financial conditions impairing its ability to meet client commitments.