Brian O'connell is a CFP-designated registered investment advisor at Marquis Wealth Management Group, based in Fort Myers, FL, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 321 clients with $490M 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 | 1.50% |
| $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 for assets over $4,000,000 are negotiable. Minimum annual fees apply ($1,500 for accounts under $500,000, and $2,500 for accounts of $500,000 or more).
Fee Estimator
Location
6208 Whiskey Creek Drive, Fort Myers, FL, 33919
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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 →Employment History
Current Registrations
Marquis Wealth Management Group
Previous Registrations
Private Capital Management, LP
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.
Exams
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