Marquise Wealth Management offers investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pensions, 401(k) & profit sharing plans. Investment management services are tailored to each client's needs, goals, and risk tolerance. Financial planning and consulting services cover various areas, including goal setting, investment issues, estate planning, insurance, tax issues, business owner issues, asset allocation, retirement planning, and employment benefits.
Assets Under Management$35M
Clients45
Advisors2
Avg. per Client$780K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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