Marks Group Wealth Management (MGWM) offers financial planning and investment management services to high-net-worth individuals and families. MGWM also provides investment consulting services to private foundations, endowments, non-profit boards, and corporate retirement plans. Financial planning includes business planning, investments, insurance, retirement, education, estate planning, and tax and cash flow needs. Investment management services include managing assets directly or engaging subadvisers.
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.