Sample Service Model DESCRIPTON The Service Model should

Sample Service Model DESCRIPTON: The Service Model should define all possible services, offerings, and products so clients may fully understand the services and products you provide, by tier. This page should also identify resources and relationships for related services that you do not provide (i. e. ; financial planning). This sample service models shows the services provided to three different segments, but you can add more or take away sections depending on your needs. Then, enter the services you provide for each client segment. The level of service becomes more complex from left to right, with the left consisting of the most basic services provided to the lowest client segment. As the tiers grow, the previous services are placed on the bottom, with the benefits from upgrading to the next tier on top. Incorporate the use of this form into your interactions with prospects and clients. Customize the following template with your firm logo, color palette, and value proposition. Additionally, we often recommend using this as a starting point for developing a customized piece with a design firm. IMPORTANT INFORMATION This is for informational purposes only, is not a solicitation, and should not be considered investment or tax advice. This information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For additional information about the various services available through Asset. Mark, please contact an Asset. Mark Consultant. Asset. Mark, Inc. is an investment advisor registered with the Securities and Exchange Commission. © 2019 Asset. Mark, Inc. All rights reserved. M 19 -61240 | 011/2019 | EXP 11/30/2020 Foruse Financial Advisor use Internal only. Do not distribute. only. Exhibit 11 1

Services tailored to our clients’ needs COMPLETE WEALTH MANAGEMENT $1, 000 IN INVESTABLE ASSETS FINANCIAL PLANNING $500, 000 IN INVESTABLE ASSETS INVESTMENT MANAGEMENT $250, 000 IN INVESTABLE ASSETS Goals and objectives review Net worth analysis Cash flow and budget review Portfolio management • Investment management agreement • Asset allocation review • Portfolio performance reporting • Portfolio rebalancing • Tax and cost-basis reporting Consolidated online account access Trust integration Retirement & education planning Wealth conservation Distribution strategies Charitable giving Tax planning Tax-optimized investing Insurance planning Executive compensation planning: Business balance sheet review / analysis • Deferred compensation Financial planning • Stock options • Concentrated portfolios Business financial planning + FINANCIAL PLANNING + INVESTMENT MANAGEMENT Tax Favored Benefits |with enter address here | enter phone here | enter website here clients. Foruse Financial Advisor use Internal only. Do not distribute. Comprehensive financial plan / updates + INVESTMENT MANAGEMENT 2