Marquis Wealth Management Group is a registered investment advisor based in Fort Myers, Florida, founded in 1999. The firm offers personalized investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. Marquis Wealth Management Group builds portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and private investment funds, operating on both discretionary and non-discretionary bases. The firm also allocates assets to independent third-party investment managers when appropriate. Financial planning and consulting services cover broad areas such as retirement, estate, and insurance planning. Some representatives of Marquis Wealth Management Group also act as licensed insurance agents, offering insurance products on a commission basis, which creates a potential conflict of interest. The firm recommends custodians such as Charles Schwab & Co. and Fidelity Investments for holding client assets.
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).