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Fresh off IPO, AssetMark bumps Charles Goldman's pay 47%, but the AssetMark CEO had good news for his employers, too

After 2018 slowed a bit, the Concord, Calif.-based firm's growth rate picked up in first six months of 2019 and the firm has its star CEO locked up now for three years

Author By Lisa Shidler August 29, 2019 at 4:33 PM
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Charles Goldman: In 2018, advisers received 67% of their total revenue from fees, up from 40% in 2013


Jeff Spears

Jeff Spears

August 30, 2019 — 1:01 PM
It is refreshing to read about Charles' success. It is the anti Wall Street CEO positioning as are the target clients with less than $250 million. Wall Street seems to be pushing these advisors out or encouraging them to partner with larger assets. We will see whose approach works better long term. My bet is on Charles!
Charlie Latimer

Charlie Latimer

September 28, 2019 — 5:00 AM
The first time I saw Charles Goldman, I was new at Schwab and he was presenting at the company’s annual sales offsight. I’ll never forget his entrance on the stage with some cool song and he did the robot! He had me there, lol, but then delivered an inspiring speech that only leaders can do. He was always destined for a higher purpose. Hats off, from one Charlie to another! Interestingly, I truly never met a Charlie that I didn’t like!! I can live with that. Cheers

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