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It gives independent advisors a large menu of portfolio structures, tax tools, and manager options. But clients should weigh the wrap fee structure and the indirect service model carefully before proceeding.",[956],{"type":129,"attrs":957},{"color":773},{"type":18,"attrs":959,"content":960},{"textAlign":34},[961],{"text":962,"type":22,"marks":963},"Here’s a summary of the key advantages and disadvantages to guide your choice.",[964],{"type":129,"attrs":965},{"color":773},{"type":764,"attrs":967,"content":969},{"level":968,"textAlign":34},3,[970],{"text":971,"type":22,"marks":972},"Pros of AssetMark:",[973,975],{"type":129,"attrs":974},{"color":773},{"type":38},{"type":816,"content":977},[978,994,1010,1026],{"type":819,"content":979},[980],{"type":18,"attrs":981,"content":982},{"textAlign":34},[983,989],{"text":984,"type":22,"marks":985},"Broad strategy menu: ",[986,988],{"type":129,"attrs":987},{"color":773},{"type":38},{"text":990,"type":22,"marks":991},"Clients can access model portfolios, Separately Managed Account (SMAs), IMAs, retirement-income solutions, private-markets exposure, and direct indexing through one platform. ",[992],{"type":129,"attrs":993},{"color":773},{"type":819,"content":995},[996],{"type":18,"attrs":997,"content":998},{"textAlign":34},[999,1005],{"text":1000,"type":22,"marks":1001},"Advisor-led relationship: ",[1002,1004],{"type":129,"attrs":1003},{"color":773},{"type":38},{"text":1006,"type":22,"marks":1007},"The independent advisor handles suitability, strategy recommendation, and ongoing client guidance instead of leaving the investor to manage the platform alone. ",[1008],{"type":129,"attrs":1009},{"color":773},{"type":819,"content":1011},[1012],{"type":18,"attrs":1013,"content":1014},{"textAlign":34},[1015,1021],{"text":1016,"type":22,"marks":1017},"Tax-aware features: ",[1018,1020],{"type":129,"attrs":1019},{"color":773},{"type":38},{"text":1022,"type":22,"marks":1023},"Tax Management Services and direct indexing make the platform a better fit for taxable investors who want more than basic asset allocation.",[1024],{"type":129,"attrs":1025},{"color":773},{"type":819,"content":1027},[1028],{"type":18,"attrs":1029,"content":1030},{"textAlign":34},[1031,1037],{"text":1032,"type":22,"marks":1033},"Diverse investment options: ",[1034,1036],{"type":129,"attrs":1035},{"color":773},{"type":38},{"text":1038,"type":22,"marks":1039},"AssetMark gives advisors access to a wide mix of portfolio structures and underlying investments, including mutual funds, ETFs, SMAs, individual securities, alternatives, and private-markets exposure.",[1040],{"type":129,"attrs":1041},{"color":773},{"type":764,"attrs":1043,"content":1044},{"level":968,"textAlign":34},[1045],{"text":1046,"type":22,"marks":1047},"Cons of AssetMark:",[1048,1050],{"type":129,"attrs":1049},{"color":773},{"type":38},{"type":816,"content":1052},[1053,1069,1085],{"type":819,"content":1054},[1055],{"type":18,"attrs":1056,"content":1057},{"textAlign":34},[1058,1064],{"text":1059,"type":22,"marks":1060},"Strategy-specific minimums: ",[1061,1063],{"type":129,"attrs":1062},{"color":773},{"type":38},{"text":1065,"type":22,"marks":1066},"Account minimums range from $10,000 to $1,000,000 depending on the strategy, so some AssetMark solutions are less accessible for smaller investors.",[1067],{"type":129,"attrs":1068},{"color":773},{"type":819,"content":1070},[1071],{"type":18,"attrs":1072,"content":1073},{"textAlign":34},[1074,1080],{"text":1075,"type":22,"marks":1076},"Layered pricing: ",[1077,1079],{"type":129,"attrs":1078},{"color":773},{"type":38},{"text":1081,"type":22,"marks":1082},"Clients typically pay both a Financial Advisor Fee and a Platform Fee, and investment fund expenses can sit on top of that. ",[1083],{"type":129,"attrs":1084},{"color":773},{"type":819,"content":1086},[1087],{"type":18,"attrs":1088,"content":1089},{"textAlign":34},[1090,1096],{"text":1091,"type":22,"marks":1092},"Extra charges still exist inside the wrap structure: ",[1093,1095],{"type":129,"attrs":1094},{"color":773},{"type":38},{"text":1097,"type":22,"marks":1098},"Certain alternative, fixed-income, or trade-away situations can add costs beyond the stated platform fee.",[1099],{"type":129,"attrs":1100},{"color":773},{"type":764,"attrs":1102,"content":1103},{"level":766,"textAlign":34},[1104],{"text":1105,"type":22,"marks":1106},"AssetMark fees: How much does AssetMark cost?",[1107,1109],{"type":129,"attrs":1108},{"color":773},{"type":38},{"type":18,"attrs":1111,"content":1112},{"textAlign":34},[1113],{"text":1114,"type":22,"marks":1115},"AssetMark uses a two-part pricing structure. Clients generally pay a Financial Advisor Fee to the advisor’s firm and a Platform Fee to AssetMark. Fees are generally assessed quarterly in advance.",[1116],{"type":129,"attrs":1117},{"color":773},{"type":18,"attrs":1119,"content":1120},{"textAlign":34},[1121],{"text":1122,"type":22,"marks":1123},"AssetMark fees:",[1124,1126],{"type":129,"attrs":1125},{"color":773},{"type":38},"article-rich-text",{"_uid":1129,"caption":12,"content":1130,"component":1148,"show_search":543,"paste_content":1149,"number_of_rows":1181,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"371e7aee-e067-4c0d-9ee8-74d69be0e441",{"tbody":1131,"thead":1141,"fieldtype":1147},[1132],{"_uid":1133,"body":1134,"component":1140},"1319a852-edd7-4756-b018-36cd0ebdbb12",[1135,1138],{"_uid":1136,"value":12,"component":1137},"ce2f14e1-096b-4fa4-bfe6-c0d85432c0ea","_table_col",{"_uid":1139,"value":12,"component":1137},"cb1e6554-e16b-4de1-99c8-d2ca2990bd30","_table_row",[1142,1145],{"_uid":1143,"value":12,"component":1144},"8dcd808c-e65e-4901-b10c-404eef066798","_table_head",{"_uid":1146,"value":12,"component":1144},"d35cb297-1d21-49bf-9d06-7f3bce077e77","table","article-table",{"type":15,"content":1150},[1151,1156,1161,1166,1171,1176],{"type":18,"attrs":1152,"content":1153},{"textAlign":34},[1154],{"text":1155,"type":22},"Fee item\tFee",{"type":18,"attrs":1157,"content":1158},{"textAlign":34},[1159],{"text":1160,"type":22},"Financial Advisor Fee\tup to 1.95% annually, or negotiated",{"type":18,"attrs":1162,"content":1163},{"textAlign":34},[1164],{"text":1165,"type":22},"Platform Fee\tIt covers advisory services, administrative services, and most custodial and brokerage services",{"type":18,"attrs":1167,"content":1168},{"textAlign":34},[1169],{"text":1170,"type":22},"Supervisory Fee\tup to 0.20% annually.",{"type":18,"attrs":1172,"content":1173},{"textAlign":34},[1174],{"text":1175,"type":22},"Management / Strategist Fee\tup to 0.20%",{"type":18,"attrs":1177,"content":1178},{"textAlign":34},[1179],{"text":1180,"type":22},"Minimum Platform Fee\t$350 annual minimum platform fee","10",{"_uid":1183,"data":1184,"component":1127},"09aed6ac-2c43-4aec-bd06-a1fa05d63c54",{"type":15,"content":1185},[1186],{"type":18,"attrs":1187,"content":1188},{"textAlign":34},[1189],{"text":1190,"type":22,"marks":1191},"Selected official fee schedule：",[1192,1194],{"type":129,"attrs":1193},{"color":773},{"type":38},{"_uid":1196,"caption":12,"content":1197,"component":1148,"show_search":543,"paste_content":1211,"number_of_rows":1181,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"fde7d20d-0209-4386-8a86-f8817f64d496",{"tbody":1198,"thead":1206,"fieldtype":1147},[1199],{"_uid":1200,"body":1201,"component":1140},"0c3f4ffc-7f07-4997-a359-98306ca4162a",[1202,1204],{"_uid":1203,"value":12,"component":1137},"1caf4d2e-b999-4185-a593-5f01e2e5e07f",{"_uid":1205,"value":12,"component":1137},"39a24642-db14-45db-9e80-2a332a8a9c11",[1207,1209],{"_uid":1208,"value":12,"component":1144},"1893aa2a-0069-4969-a702-e22765cada78",{"_uid":1210,"value":12,"component":1144},"348d49ec-2d5e-4ca1-a4b4-ba16789dfefc",{"type":15,"content":1212},[1213,1218,1223,1228,1233,1238,1243],{"type":18,"attrs":1214,"content":1215},{"textAlign":34},[1216],{"text":1217,"type":22},"Strategy/service\tOfficial fee range or flat fee",{"type":18,"attrs":1219,"content":1220},{"textAlign":34},[1221],{"text":1222,"type":22},"GuideMark strategies\t0.25% to 0.10%",{"type":18,"attrs":1224,"content":1225},{"textAlign":34},[1226],{"text":1227,"type":22},"Proprietary ETF / mutual fund strategies\t0.45% to 0.20%",{"type":18,"attrs":1229,"content":1230},{"textAlign":34},[1231],{"text":1232,"type":22},"Third-Party ETF / Institutional mutual fund\t0.50% to 0.10%",{"type":18,"attrs":1234,"content":1235},{"textAlign":34},[1236],{"text":1237,"type":22},"Active SMAs\t0.70% to 0.50%",{"type":18,"attrs":1239,"content":1240},{"textAlign":34},[1241],{"text":1242,"type":22},"Direct Indexing\t0.50% to 0.35%",{"type":18,"attrs":1244,"content":1245},{"textAlign":34},[1246],{"text":1247,"type":22},"Tax Management Services\tFlat fee of 0.10%.",{"_uid":1249,"data":1250,"component":1127},"00f54e08-13dd-46e0-b333-62ca6eef31db",{"type":15,"content":1251},[1252,1261],{"type":764,"attrs":1253,"content":1254},{"level":766,"textAlign":34},[1255],{"text":1256,"type":22,"marks":1257},"What is AssetMark’s minimum account size?",[1258,1260],{"type":129,"attrs":1259},{"color":773},{"type":38},{"type":18,"attrs":1262,"content":1263},{"textAlign":34},[1264],{"text":1265,"type":22,"marks":1266},"AssetMark does not have a single account minimum across the platform. Its minimums range from $10,000 to $1,000,000, depending on the strategy, with lower entry points for simpler guided or fund-based solutions and higher thresholds for direct indexing and custom managed 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$100,000",{"type":18,"attrs":1328,"content":1329},{"textAlign":34},[1330],{"text":1331,"type":22},"Custom individually managed accounts\t$250,000 to $1,000,000",{"_uid":1333,"data":1334,"component":1127},"49bb29ca-ed9b-4af9-b824-de7ad81ac2f7",{"type":15,"content":1335},[1336,1345,1353,1361,1427,1435,1485,1494,1502,1510,1519,1527,1535,1543,1551,1560,1568,1576,1585,1593,1601,1610],{"type":764,"attrs":1337,"content":1338},{"level":766,"textAlign":34},[1339],{"text":1340,"type":22,"marks":1341},"Who should choose AssetMark?",[1342,1344],{"type":129,"attrs":1343},{"color":773},{"type":38},{"type":18,"attrs":1346,"content":1347},{"textAlign":34},[1348],{"text":1349,"type":22,"marks":1350},"The AssetMark Platform is structured for investors who intend to work with an independent financial advisor and want professionally managed portfolio solutions with broad investment options.",[1351],{"type":129,"attrs":1352},{"color":773},{"type":18,"attrs":1354,"content":1355},{"textAlign":34},[1356],{"text":1357,"type":22,"marks":1358},"Assetmark works well for:",[1359],{"type":129,"attrs":1360},{"color":773},{"type":816,"content":1362},[1363,1379,1395,1411],{"type":819,"content":1364},[1365],{"type":18,"attrs":1366,"content":1367},{"textAlign":34},[1368,1374],{"text":1369,"type":22,"marks":1370},"Investors seeking diversified managed solutions: ",[1371,1373],{"type":129,"attrs":1372},{"color":773},{"type":38},{"text":1375,"type":22,"marks":1376},"The Platform covers a wide range of strategies from conservative mutual fund portfolios to high-net-worth custom accounts and private markets access.",[1377],{"type":129,"attrs":1378},{"color":773},{"type":819,"content":1380},[1381],{"type":18,"attrs":1382,"content":1383},{"textAlign":34},[1384,1390],{"text":1385,"type":22,"marks":1386},"Investors who want advisor-led portfolio selection: ",[1387,1389],{"type":129,"attrs":1388},{"color":773},{"type":38},{"text":1391,"type":22,"marks":1392},"The platform is built around the independent advisor relationship, not self-service investing.",[1393],{"type":129,"attrs":1394},{"color":773},{"type":819,"content":1396},[1397],{"type":18,"attrs":1398,"content":1399},{"textAlign":34},[1400,1406],{"text":1401,"type":22,"marks":1402},"Taxable investors who want more customization: ",[1403,1405],{"type":129,"attrs":1404},{"color":773},{"type":38},{"text":1407,"type":22,"marks":1408},"Tax Management Services and direct indexing add value for investors who care about tax efficiency and personalization.",[1409],{"type":129,"attrs":1410},{"color":773},{"type":819,"content":1412},[1413],{"type":18,"attrs":1414,"content":1415},{"textAlign":34},[1416,1422],{"text":1417,"type":22,"marks":1418},"Near-retirees and retirees: ",[1419,1421],{"type":129,"attrs":1420},{"color":773},{"type":38},{"text":1423,"type":22,"marks":1424},"Guided Income Solutions is specifically described as suitable for individuals near or in retirement who want a monthly income stream from part of their savings.",[1425],{"type":129,"attrs":1426},{"color":773},{"type":18,"attrs":1428,"content":1429},{"textAlign":34},[1430],{"text":1431,"type":22,"marks":1432},"Who might not benefit as much:",[1433],{"type":129,"attrs":1434},{"color":773},{"type":816,"content":1436},[1437,1453,1469],{"type":819,"content":1438},[1439],{"type":18,"attrs":1440,"content":1441},{"textAlign":34},[1442,1448],{"text":1443,"type":22,"marks":1444},"Self-directed investors: ",[1445,1447],{"type":129,"attrs":1446},{"color":773},{"type":38},{"text":1449,"type":22,"marks":1450},"AssetMark requires working through a financial advisor and is not designed as a low-touch DIY platform. ",[1451],{"type":129,"attrs":1452},{"color":773},{"type":819,"content":1454},[1455],{"type":18,"attrs":1456,"content":1457},{"textAlign":34},[1458,1464],{"text":1459,"type":22,"marks":1460},"Highly 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secure?",[1491,1493],{"type":129,"attrs":1492},{"color":773},{"type":38},{"type":18,"attrs":1495,"content":1496},{"textAlign":34},[1497],{"text":1498,"type":22,"marks":1499},"AssetMark is SEC-registered, uses qualified custodians, and says clients receive custodian statements at least quarterly. It also engages an independent public accountant for an annual surprise audit of client funds and securities.",[1500],{"type":129,"attrs":1501},{"color":773},{"type":18,"attrs":1503,"content":1504},{"textAlign":34},[1505],{"text":1506,"type":22,"marks":1507},"It uses basic anti-fraud safeguards such as limiting clients to official domains and approved service channels, prohibiting requests for passwords, one-time passcodes, full Social Security numbers, or remote-access tools, and directing suspicious contacts to a dedicated reporting address.",[1508],{"type":129,"attrs":1509},{"color":773},{"type":764,"attrs":1511,"content":1512},{"level":766,"textAlign":34},[1513],{"text":1514,"type":22,"marks":1515},"AssetMark: Customer service",[1516,1518],{"type":129,"attrs":1517},{"color":773},{"type":38},{"type":18,"attrs":1520,"content":1521},{"textAlign":34},[1522],{"text":1523,"type":22,"marks":1524},"Customer service is mainly advisor-led. ",[1525],{"type":129,"attrs":1526},{"color":773},{"type":18,"attrs":1528,"content":1529},{"textAlign":34},[1530],{"text":1531,"type":22,"marks":1532},"Investors work through an independent financial advisor for account recommendations, ongoing guidance, and portfolio-related questions, while AssetMark also provides standard support channels such as phone and email for general inquiries. ",[1533],{"type":129,"attrs":1534},{"color":773},{"type":18,"attrs":1536,"content":1537},{"textAlign":34},[1538],{"text":1539,"type":22,"marks":1540},"Investors can also use eWealthManager to submit the application. ",[1541],{"type":129,"attrs":1542},{"color":773},{"type":18,"attrs":1544,"content":1545},{"textAlign":34},[1546],{"text":1547,"type":22,"marks":1548},"Clients in High Net Worth and IMA strategies can also have direct access to investment managers, while model-portfolio clients generally do not.",[1549],{"type":129,"attrs":1550},{"color":773},{"type":764,"attrs":1552,"content":1553},{"level":766,"textAlign":34},[1554],{"text":1555,"type":22,"marks":1556},"AssetMark: Mobile app",[1557,1559],{"type":129,"attrs":1558},{"color":773},{"type":38},{"type":18,"attrs":1561,"content":1562},{"textAlign":34},[1563],{"text":1564,"type":22,"marks":1565},"AssetMark has a dedicated client app called AssetMark Mobile, designed specifically for investors. AssetMark advisor App also exists for advisors. ",[1566],{"type":129,"attrs":1567},{"color":773},{"type":18,"attrs":1569,"content":1570},{"textAlign":34},[1571],{"text":1572,"type":22,"marks":1573},". The app is geared toward ongoing account monitoring, rather than full-service financial planning or trading, with its main functions being portfolio tracking, portfolio visualizations, and mobile access to account information",[1574],{"type":129,"attrs":1575},{"color":773},{"type":764,"attrs":1577,"content":1578},{"level":766,"textAlign":34},[1579],{"text":1580,"type":22,"marks":1581},"Is AssetMark worth it?",[1582,1584],{"type":129,"attrs":1583},{"color":773},{"type":38},{"type":18,"attrs":1586,"content":1587},{"textAlign":34},[1588],{"text":1589,"type":22,"marks":1590},"AssetMark can make sense for investors who want an advisor-led platform with a broad range of portfolio options, tax-management features, and room for more tailored strategy selection. ",[1591],{"type":129,"attrs":1592},{"color":773},{"type":18,"attrs":1594,"content":1595},{"textAlign":34},[1596],{"text":1597,"type":22,"marks":1598},"Its main trade-offs are layered fees, strategy complexity, and a service model that 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