AssetMark, Inc. is committed to lowering investment costs and helping advisors deliver value to your clients. AssetMark will transition certain mutual fund strategies from retail share classes to institutional share classes, which have lower operating expense ratios. The changes to platform pricing coupled with lower-cost share classes will reduce the overall cost of investment for the vast majority of client assets held in the impacted strategies.
If you have additional questions, including how your clients are specifically impacted, please call 800-664-5345.
TC115060(0620)1