AssetMark Advisor Benefits

Dear [FirstName],

Have you been to Gold Forum?

Gold Forum gathers hundreds of our top advisors for interactive experiences to connect, educate, and inspire. We carefully select thought-provoking speakers to lead keynote sessions and workshops and bring AssetMark’s best and brightest—all to help make an impact in your lives and those of your clients.

Make sure you’re on the invite list for Gold Forum 2025 by taking advantage of reduced tier minimums!

You must have $35 Million in AUM on the platform by the end of the third quarter (October 1, 2024) to qualify for Gold Forum in 2025. After that time, the qualifications for Gold will return to $50 Million in 2025—subject to change based on the market.

Watch this video for a recap of Gold Forum 2024, and let us know what we can do to get you there!

Are you using your Advisor Benefits?

As part of the Advisor Benefits program, you can access many tools, resources, and events—like the ones mentioned in this email. Our goal is to help you discover benefits you may not be using and help you use more of the ones you are using to achieve your business goals.

As a reminder, in 2025, we will be reverting to the original benefit tiers, which are as follows:

Premier: $5M
Premier Elite: $25M
Gold: $50M
Platinum: $125M
Platinum Elite: $250M+

Take advantage of the reduced minimum requirements today and reach the next elevated tier before the end of 2024.

Check out the Dashboard to learn more about the benefits program, understand your status, and take advantage of benefits.

For additional questions, contact the Advisor Benefits team.

Sincerely,

AssetMark Advisor Benefits

* Marketing Advantage is available to Premier, Gold, and Platinum level advisors at no cost.

6895667.1 | 08/2024 | EXP 08/2026
16553 ADV