Densel Fleming is a CFP-designated registered investment advisor at Marquise Wealth Management, LLC, based in Charlotte, NC, with 18 years of industry experience. Densel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 45 clients with $35M 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 - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee Estimator
Location
129 West Trade Street, Suite 1640, Charlotte, NC, 28202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Densel is the Chief Wealth & Investment Officer at Marquise Wealth Management, LLC since 2012. He dedicates about half of his time to managing client investment portfolios and providing investment advice.
Employment History
Current Registrations
Marquise Wealth Management, LLC
Vintage Wealth Management Group
Previous Registrations
Banc of America Investment Services, INC.
State Registrations1 state
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