Services & Fees
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.
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