Marles Wyman is a registered investment advisor at Strategic Advisers LLC, based in Deer Park, IL, with 24 years of industry experience. Marles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
20530 North Rand Road, Suite 448, Deer Park, IL, 60010-7233
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
Marles serves as an officer (Secretary-Treasurer) for two non-profit organizations, Send The Light and Life Builders, and as Secretary for World Bible Center. These activities involve recording donations, distributing acknowledgements, bookkeeping, and ensuring notices are given, taking minimal time for each organization.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Aig Capital Services, INC.Broker
Allstate Financial Services, LLCBroker
Brokers International Financial Services, LLC.Broker
Sunset Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
Aal Capital Management CorporationBroker
State Registrations53 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.