AssetMark supports financial advisors in their life’s work—helping clients thrive. By giving advisors the tools they need to be successful, we free them up to help their clients reach their goals. We are driven by a mission and set of values that puts advisors and their clients first.
Underpinning all of our services is a deep commitment to asset management excellence, compelling technology and thought leadership. These principles inform our business strategy and reflect our commitment to building deep relationships with advisors, investors and each other.
Looking to determine Fiduciary truth from fiction? Read our infographic for clear, concise information about the application of the ERISA standard, the grandfathering provision, Best Interest Contracts and which qualified retirement assets are impacted by the DOL fiduciary rule.
Are you considering a transition from a commissions-based to a fee-based business in response to the DOL rule? Get the answers to 10 frequently asked questions including how to prepare for the transition and strategies for communicating this important change to your clients.
Learn how and why independent financial advisor Robert J. Sampson chose to make the switch from a commissions-based to a fees-based business. His journey to "provide a higher level of service to a smaller number of people" highlights the hurdles he overcame and the rewards of his efforts.