Assets Under Management
$220.4M
Number of Clients
297
Number of Advisors
4
Average Client AUM
$742K
AUM per Advisor
$55.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Trademark Capital Management Inc. provides wealth management services including financial planning and portfolio management. They also offer institutional advisory services to other investment professionals, retirement plans, private funds, and collective investment funds. Fees are negotiable within parameters set by TCM.
1551 Jennings Mill Road, Suite 1200A, Watkinsville, GA, 30677