Marks Wealth Management's Form ADV discloses 2.50% on the first $500,000, 2.00% on the next $500,000, 1.50% on the next $1 million, 1.00% on the next $3 million, 0.85% on the next $5 million, and 0.75% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #310534), Marks Wealth Management is subject to fiduciary duty under federal law.
Marks Wealth Management is headquartered in ELLICOTT CITY, MD.
Marks Wealth Management serves 132 high-net-worth clients according to their SEC filing dated August 20, 2026. View client details ↓
According to their SEC Form ADV, Marks Wealth Management offers financial planning and portfolio management for individuals. View all service details ↓
Marks Wealth Management manages $409 million in client assets according to their SEC filing dated August 20, 2026.
According to their SEC Form ADV, Marks Wealth Management serves high-net-worth individuals. View client details ↓