Marc Brenner is a registered investment advisor at Focus Partners Wealth, LLC, based in Chicago, IL, with 24 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
10 S Wacker Dr., Suite 2600, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc is a principal at Chicago Capital Partners, LLC, a private equity firm, spending about 10-20% of his time there. He also serves as Vice Chairman at Kovitz Investment Group Partners, dedicating full-time hours to his role as an investment advisor and running the real estate business. Additionally, Marc is a director at Kovitz Cares Foundation, a firm-related charity, spending minimal time on this activity.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Northcoast Asset Management LLC
Previous Registrations
Foreside Financial Services, LLCBroker
Kovitz Investment Group Partners, LLC
Kovitz Securities, LLCBroker
Kovitz Investment Group, LLC
Rothschild Investment CorporationBroker
State Registrations1 state
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