Markiz Wealth Management offers wealth management services that combine investment advice with financial planning, tax planning, estate planning, and retirement planning. They also offer financial planning services ranging from comprehensive plans to focused consultations. Investment accounts are managed on a discretionary basis, meaning Markiz Wealth Management can make trades without asking you first. Clients can place restrictions on investments.
Fee Structure
Markiz Wealth Management's wealth management service combines investment management and financial planning. The fee is either a percentage of your portfolio or a fixed advisory fee. The percentage-based fee is tied to the value of your investments. The specific fee is based on the amount of assets managed, the complexity of your financial situation, and how often you want to interact with them. Fees are paid quarterly in advance.