Bennett Marks
Bennett Marks is a registered investment advisor at Marks Group Wealth Management, INC., based in Minnetonka, MN, with 43 years of industry experience. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 784 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MGWM charges an annual fee based on a percentage of the value of your investments. This fee covers investment management services. The exact percentage varies between 0.15% and 2.00% depending on the amount you invest and the type of services you need. This fee does not include brokerage commissions or other transaction fees.
Location
4350 Baker Road, Suite 245, Minnetonka, MN, 55343
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2004Customer Dispute
October 1996Customer Dispute
June 1995Other Business Activities
Bennett owns a vacation rental property in Northern Wisconsin through Zuggpitze Inn LLC, dedicating minimal time to its maintenance. He also serves as a trustee for the Foundation for Endowment of the American Birkebeiner, spending minimal time attending meetings and providing guidance.
Employment History
Current Registrations
Marks Group Wealth Management, INC.
Previous Registrations
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Piper Jaffray INC.Broker
E. F. Hutton & Company INCBroker
State Bond Sales CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.