MARQUIS WEALTH MANAGEMENT GROUP

RIASEC RegisteredEst. 2002

Total AUM

$489M

Discretionary

$82.6M

17% of AUM

Avg account

$512K

Accounts

955

Employees

Advisory reps

Firm details

Headquarters: FORT MYERS, Florida
CRD number: 116604
Registered since: January 15, 2002
Website: www.marquiswealthgroup.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.03%
Individuals16.03%
Pension & Profit Sharing Plans4.41%
Charitable Organizations0.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Marquis Wealth Management Group is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2002. The firm describes itself as a capital allocator that works with both individual/family clients and institutional accounts. Its advisory mandate includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and the selection and oversight of other managers. Fees are billed through a mix of AUM-based percentages as well as hourly and fixed-fee arrangements, indicating flexibility for both ongoing wealth management and project-based planning work. Marquis does not identify as an active ESG investor and its filing does not characterize the firm as a multi-state or pension consultant adviser.