Marks Wealth Management (MWM) provides comprehensive wealth management services, including financial planning, consulting, and investment management. MWM manages client investment portfolios on a discretionary basis, primarily using exchange-traded funds (ETFs), mutual funds, and individual debt and equity securities. MWM tailors its advisory services to meet the needs of individual clients, assessing their risk tolerance, time horizon, and liquidity constraints. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations.
Assets Under Management$410M
Clients283
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
MWM can negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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