Marquette Wealth Management's Form ADV discloses 1.00% on the first $3 million, 0.75% on the next $2 million, and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #282482), Marquette Wealth Management is subject to fiduciary duty under federal law.
Marquette Wealth Management is headquartered in MINNETONKA, MN.
Marquette Wealth Management serves 116 high-net-worth clients according to their SEC filing dated September 28, 2026. View client details ↓
According to their SEC Form ADV, Marquette Wealth Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Marquette Wealth Management manages $1.1 billion in client assets according to their SEC filing dated September 28, 2026.
According to their SEC Form ADV, Marquette Wealth Management serves high-net-worth individuals and institutional clients. View client details ↓