Unlock the Full Potential of Your Client’s Wealth

AssetMark Self-Directed Brokerage Accounts (SDBA)

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.

What is a Self-Directed Brokerage Account?

A self-directed brokerage account (SDBA) is an option within a company-sponsored retirement plan that allows a participant or their advisor to customize their investment choices.

Why is SDBA Great for You and Your Clients?

AssetMark’s SDBA solution enables you to customize a client’s assets within a company sponsored retirement plan through Schwab Personal Choice Retirement Account® (PCRA) and Fidelity BrokerageLink®.

How Can SDBA Help Your Clients?

Holistic, personalized management: Helps clients reach their goals.
Flexibility in Managing Retirement Savings: Empowering participants to customize their investment choices based on individual goals and risk preferences.
Unlock Your Client’s Growth Potential: SDBAs allow you to diversify beyond standard investment selections and tap into potentially higher-growth investment strategies to position your clients’ portfolio for long term performance.
Simplified Financial Picture: One advisor, one strategy, one view of their entire portfolio.

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.
No additional AssetMark fee: SBDAs are provided as part of your AssetMark service.

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.

Security and Privacy Forms and ADV Terms and Conditions

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, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.