Marquette Wealth Management offers financial planning and investment management services. They work with clients to understand their financial situations and provide advice on retirement planning, education planning, estate planning, charitable giving, and tax considerations. Marquette also provides financial planning on a stand-alone basis. They manage portfolios using bonds, exchange traded funds, mutual funds, and real or alternative assets.
Assets Under Management$820M
Clients244
Advisors3
Avg. per Client$3.3M
Avg. per Advisor$270M
www.linkedin.com/marquette wealth management ·www.marquettewm.com ·www.facebook.com/marquettewealthmanagement
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. A 10% discount is offered on portfolios for charitable and non-profit entities.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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