Services & Fees
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Services
Greatmark Investment Partners manages equity, balanced and bond portfolios for
individual investors, retirement accounts, foundations and businesses. While we
follow a disciplined investment philosophy, we can customize any portfolio to meet
your needs and risk tolerance. The minimum portfolio we will manage is $100,000.
Fee Structure
We believe our fee structure is very competitive. We charge 1.00% a year on the
first $700,000 of equity assets, 0.75% the balances between $700,000 and $2
million and 0.50% on balances over $2 million. We charge 0.50% on bond and
mutual funds below $2 million and 0.25% on bonds and mutual funds balances
above $2 million. We reserve the right to negotiate all fees.
Establishing your relationship and brokerage account
We do not custody assets. You will need a broker to hold your securities and
execute the trade instructions we give them. We manage your portfolio through the
broker of your choice. Once you have made the decision to hire us, we will help you
set up your account. We will have you:
1) Sign an agreement which allows Greatmark to direct transactions on your behalf
at the broker of your choice.
2) Establish a custodial relationship (with either a bank or brokerage firm) to take
physical possession of your assets in an account bearing your name.
Greatmark Investment Partners will at no time have custody of your assets.
We can assist you in preparing these forms for your signature.
Greatmark Investment Partners manages equity, balanced and bond portfolios for
individual investors, retirement accounts, foundations and businesses. While we
follow a disciplined investment philosophy, we can customize any portfolio to meet
your needs and risk tolerance. The minimum portfolio we will manage is $100,000.
Fee Structure
We believe our fee structure is very competitive. We charge 1.00% a year on the
first $700,000 of equity assets, 0.75% the balances between $700,000 and $2
million and 0.50% on balances over $2 million. We charge 0.50% on bond and
mutual funds below $2 million and 0.25% on bonds and mutual funds balances
above $2 million. We reserve the right to negotiate all fees.
Establishing your relationship and brokerage account
We do not custody assets. You will need a broker to hold your securities and
execute the trade instructions we give them. We manage your portfolio through the
broker of your choice. Once you have made the decision to hire us, we will help you
set up your account. We will have you:
1) Sign an agreement which allows Greatmark to direct transactions on your behalf
at the broker of your choice.
2) Establish a custodial relationship (with either a bank or brokerage firm) to take
physical possession of your assets in an account bearing your name.
Greatmark Investment Partners will at no time have custody of your assets.
We can assist you in preparing these forms for your signature.