RichMark Private Wealth Management provides investment advice and portfolio management tailored to individual client needs. They offer both discretionary and non-discretionary portfolio management. They also offer stand-alone financial planning and consulting services covering various financial topics. RichMark may use sub-advisers as part of a third-party investment advisory platform.
Assets Under Management$53M
Clients368
Advisors5
Avg. per Client$140K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
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. Management fee and the Third Party Investment Adviser fee combined will not exceed 3.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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