Jesus Marquez is a CFP-designated registered investment advisor at Ez Financial Group INC., based in Pearland, TX, with 10 years of industry experience. Jesus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 54 clients with $7.7M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K+ | 0.80% |
The annual Asset Management fee may be negotiable.
Fee Estimator
Location
Pearland, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ez Financial Group INC.
State Registrations1 state
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