Brett Angel is a registered investment advisor at Marks Group Wealth Management, INC., based in Minnetonka, MN, with 18 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 784 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MGWM charges an annual fee based on a percentage of the value of your investments. This fee covers investment management services. The exact percentage varies between 0.15% and 2.00% depending on the amount you invest and the type of services you need. This fee does not include brokerage commissions or other transaction fees.
Location
4350 Baker Road, Suite 245, Minnetonka, MN, 55343
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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 →Other Business Activities
Brett owns a non-owner occupied duplex property since 2018. He dedicates minimal time to this activity.
Employment History
Current Registrations
Marks Group Wealth Management, INC.
Previous Registrations
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.