Marquis Wealth Management Group's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $250,000, 1.10% on the next $250,000, 1.00% on the next $1 million, 0.90% on the next $2 million, and negotiable rates above $4 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #116604), Marquis Wealth Management Group is subject to fiduciary duty under federal law.
Marquis Wealth Management Group is headquartered in FORT MYERS, FL.
Marquis Wealth Management Group serves 103 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, Marquis Wealth Management Group offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Marquis Wealth Management Group manages $489 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, Marquis Wealth Management Group serves high-net-worth individuals and institutional clients. View client details ↓