John Feste
John Feste is a registered investment advisor at Marks Group Wealth Management, INC., based in Minnetonka, MN, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 809 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee varies between 0.15% and 2.00% depending on portfolio value and services rendered. Fees are negotiable.
Fee Estimator
Location
4350 Baker Road, Suite 245, Minnetonka, MN, 55343
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Employment History
Current Registrations
Marks Group Wealth Management, INC.
Previous Registrations
LPL Financial LLCBroker
UBS Financial Services INC.Broker
RBC Dain Rauscher INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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
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