Marcus Henderson is a CFP-designated registered investment advisor at Marquis Wealth Management Group, based in Fort Myers, FL, with 9 years of industry experience. Marcus 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 →Other Business Activities
Marcus is a real estate sales associate at Corbin Henderson Company Investment Real Estate since 2022. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Marquis Wealth Management Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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