Marquis Wealth Management Group provides investment advice and financial planning to individuals, businesses, and other organizations. Marquis offers both discretionary and non-discretionary investment management services, tailoring advice to each client's objectives. They primarily recommend stocks, bonds, mutual funds, and exchange-traded funds. Marquis also offers standalone financial planning services, including estate and insurance planning. They may recommend other professionals like attorneys or accountants, but clients are free to choose their own. Marquis may also recommend unaffiliated independent investment managers.
Assets Under Management$430M
Clients323
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4M+ | 0.90% |
Fees are negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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