Stay independent. Scale with support.
Run your firm your way. AssetMark provides the service, support and scale.
Impacted by Fidelity $100M custody requirement?
AssetMark is a low disruption solution for advisors. Explore your options.
If your RIA is affected by Fidelity’s updated custody minimum, you may have more than one path forward.
AssetMark can help you evaluate your options, including a solution that maintains your clients’ experience with Fidelity as their custodian by leveraging AssetMark’s Fidelity relationship, administrative platform, and trading technology as your new service model for these accounts.
Keep what works. Plan what's next.
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Maintain continuity where possible
For eligible accounts, an AssetMark service arrangement may allow you to retain existing Fidelity account numbers without transferring assets to a different custodian. Client authorizations, platform requirements, and applicable approvals still apply.
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Understand the transition
Our team can help you evaluate eligibility, identify required documentation, and understand what the transition would involve for your firm and clients.
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Support your business beyond custody
Explore how AssetMark's investment solutions, Advisor Managed Portfolios, technology, service teams, and business consulting capabilities may support your firm's ongoing needs.
Your next step starts with a conversation
Meet with AssetMark to review your firm’s current custody arrangements, discuss your priorities, and determine whether one of our available service models may be a fit.
About AssetMark
Your investment approach. Supported by AssetMark.
AssetMark Advisor Managed Portfolios® (AMP) is a digital portfolio management and trading system designed to help streamline and scale your practice. AMP gives you technology to create and manage your own investment strategies while you remain responsible for monitoring accounts and making trading decisions.
Build Your Strategies
Create investment strategies using stocks, ETFs, mutual funds, models, or combinations of investments and models. Apply strategies across multiple client accounts. Target allocations, restrictions, and drift settings help define how accounts are managed.
Trade and Rebalance
Generate, review, and approve trades across accounts. AMP supports rebalancing, model and target trades, individual security trades, cash-management trades, and tax-harvesting requests.
Monitor Portfolios
Set drift parameters and account alerts, then use visual monitoring views and trade history to identify items for review. These tools support oversight. They do not replace the advisor’s responsibility to monitor accounts.
Manage for Taxes
AMP includes tools for advisor-directed tax management, including tax-loss harvesting at the model or account level where applicable. Tax-loss harvesting is available for taxable accounts and does not assure tax savings or investment results.
Why more than 10,000 advisors choose AssetMark
We’re more than a platform; we’re an extension of your team.
Since 1996, we’ve been helping independent financial advisors meet the ever-changing needs of their clients and businesses. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly, customize your solutions, and connect with you.
Move forward with a team by your side
Changing platforms does not have to feel like a significant undertaking. AssetMark Transition Specialists help your team prepare paperwork, coordinate account transitions, and navigate operational details, making the process more manageable for you and your clients.
Resources
Dismantling the Myths and Misconceptions of SBLOC
Explore and debunk common myths about SBLOCs. Learn when they’re a smart liquidity tool—and when they’re not—for helping clients stay invested.
The Ultimate Guide to Financial Advisor Marketing
As an independent financial advisor, part your job is to run your business. Discover the financial marketing strategies that can make the biggest impact.
5 Keys to Managing High-Net-Worth Clients
Every advisor wants to attract and retain more wealthy clients. But managing high-net-worth clients’ needs takes a different approach than for clients with simple assets.