Unlock the Full Potential of Your Client’s Wealth
AssetMark Self-Directed Brokerage Accounts (SDBA)
Simplified. More Plans. More Access.
Retirement assets represent a significant portion of your clients’ wealth. In fact, 35%* of the average American’s total wealth is sitting in their employer-sponsored retirement plans.
*Charles Schwab 2023 401(k) Participant Survey
Why is SDBA Great for You and Your Clients?
SDBAs can help empower advisors deliver the personalized and holistic advice clients need, all within the client’s existing retirement plan. They’re also a huge opportunity to grow your practice.
How Can SDBA Help Your Clients?
- Holistic, personalized management: Helps clients reach their goals.
- Personalized In-Plan Portfolio Management: Empowering participants to customize their investment choices based on individual goals and risk preferences.
- Simplified Financial Picture: One advisor, one strategy, one view of their entire portfolios.
How Can SDBA Help Your Business?
- Grow Assets Without Adding Clients: The potential to significantly grow your AUM simply by helping to manage assets they already have.
- Extend Your Advice to the Entire Portfolio: Become your clients’ truly holistic wealth manager by overseeing all of their investments and personalizing the solution to their needs.
- Potential to Grow Your Share of Wallet and Increase Referrals: When you manage more of a client’s wealth, you strengthen the relationship and increase their satisfaction.
- Leverage existing solutions and processes: Our solution uses the same investments, online portal, and support you’re used to instead of swiveling between multiple providers.
Untapped Retirement Opportunity
SDBA: The Solution You Need to Manage More of What Matters
From account setup to ongoing management, AssetMark’s SDBA solution provides everything you need to expand your practice, strengthen client relationships, and deliver truly comprehensive wealth management. Bring more of your clients’ wealth under your professional care with AssetMark’s SDBA solution.
Why AssetMark
Support and Guidance Every Step of the Way
AssetMark provides comprehensive support for the SDBA solution through our best-in-class service organizations. We offer:
- Detailed implementation guides
- Marketing materials to help you explain benefits to clients
- Training and educational resources
- Ongoing technical support
Contact your AssetMark Consultant for more information or request a consultation to get started.
