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      Featured Post

      How to Get Referrals: Financial Advisor Referral Management for Growth

      13 minute read | September 22, 2023

      What's one of the clearest signs of a healthy and thriving practice? It’s pretty simple: happy clients willing to contribute to a full pipeline of prospects. But getting...

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      Fee-Based
      August 18, 2023

      Choosing Clients for Fee-Based Services: A Roadmap for Financial Advisors

      In the ever-evolving landscape of financial advisory services, the shift from a commission-based model to a fee-based structure has become increasingly prevalent. This...
      Fee-Based
      July 29, 2023

      Commission-Based to Fee-Based: A Step-by-Step Transition Guide

      As the financial advisory landscape continues to evolve, the traditional commission-based compensation model is being challenged by a more client-centric approach—fee-based...
      Client Experience
      October 21, 2022

      Case Study: How One Advisor Improved Client Experience and Increased Client Referrals

      John Lococo, executive financial wealth manager at First Street Wealth Advisors in San Jose, CA, transitioned to a fee-based business over 15 years ago. Here’s his story.
      Fee-Based
      September 21, 2022

      What You Need to Know About Fee-Based and Commission-Based Financial Advisor Compensation Models

      Financial advisory practices have changed over the years and are increasingly shifting away from commission-based models toward fee-based models. To understand this trend and...
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      AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

      Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

      AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.

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