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Marquis Wealth Management Group

Headquartered in FORT MYERS, FL

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Firm Information

Marquis Wealth Management Group is an investment advisor headquartered in FORT MYERS, FL. The firm has 5 licensed agents and 6 investment advisor representatives. The firm provides advisory services in the areas of financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage a total of $361,075,603 in regulatory assets under management, including $51,381,298 discretionary assets and $309,694,305 non-discretionary assets. The firm serves a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

Marquis Wealth Management Group

6208 WHISKEY CREEK DRIVE

FORT MYERS, FL 33919

$361.08M

Assets Under Management

11

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities

Advice on matters not involving securities

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MARQUIS WEALTH MANAGEMENT GROUP has a total of 1 branch locations across the country.
location

FORT MYERS, FL

Advisors at Marquis Wealth Management Group

View All 6 Advisors
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Trevor Ruskin Whitley

CFP®, CFA®, RA

FORT MYERS, FL

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Susan Kim Sands

RA

FORT MYERS, FL

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Richard Earl Krichbaum

CFP®, RA

FORT MYERS, FL

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Marcus Corbin Henderson

RA

FORT MYERS, FL

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Brian P O'Connell

CFP®, RA

FORT MYERS, FL

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Arnold Robert Gillard

RA

FORT MYERS, FL

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Disclosures

There are no public disclosures for Marquis Wealth Management Group.

Frequently Asked Questions (7)

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