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Marks Wealth Management
Annapolis, Maryland
5.0
81 Reviews
Marks Wealth Management is a small investment advisory firm based out of Annapolis, MD. With four dedicated employees, three of whom provide investment advisory services, the firm focuses on managing assets for high net worth individuals. On average, each investment advisor oversees approximately $40,500,000 in assets under management. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges.
With over 120 individual clients, Marks Wealth Management has an impressive total of $344,160,000 in assets under management. While 401K and individual accounts make up less...see more
Assets Under Mgmt
$344.16M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Marks Wealth Management
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