Marie Marks is a CFP-designated registered investment advisor at Sikich Financial, based in Indianapolis, IN, with 39 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,164 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.40% |
Schedule reflects the Advisor Managed Portfolios program and Charles Schwab accounts. The Wrap and Unified Managed Account programs have higher rates starting at 2.00%. Fees are negotiable.
Fee Estimator
Location
8555 River Road, Suite 300, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marie works as a senior retirement plan specialist at Sikich Financial, an RIA, focusing on retirement plan sales. This activity takes nearly full-time hours.
Employment History
Current Registrations
Sikich Financial
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Klear Financial, INC.
Financial Telesis, INC.
Financial Telesis INCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Planned Investment CO., INC.
Planned Investment CO., INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Nml Equity Services, INC.Broker
Firstmark Investor Services, INC.Broker
State Registrations1 state
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.
Exams
More Advisors
- Brent Rattin, CFPSchwab Wealth Advisory, INC.
- Tracey Lehmer, CFPSchwab Wealth Advisory, INC.
- Thays Cardoso, CFPFi3 Financial Advisors, LLC
- Kyle Riddle, CFPInvst, LLC
- Jonathan Harrier, CFPCfg Wealth Management Services INC
- Benjamin Fisher, CFPSchwab Wealth Advisory, INC.