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Susan Kim Sands

Marquis Wealth Management Group

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About Susan Kim Sands

Susan Sands is a Registered Investment Advisor Representative with Marquis Wealth Management Group. Susan has been in the industry since January 1999 and has a Series 65 license. Susan is registered with the state of Florida. Susan's firm, Marquis Wealth Management Group, manages approximately $361 million in assets and provides financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities. The firm has a client base of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

Firm Information

Susan Sands is currently registered with Marquis Wealth Management Group. 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.

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Susan Sands’s Registration & Firm History

FL

01/02/2002 - Present

Marquis Wealth Management Group (FORT MYERS FL)

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Licenses & Designations

IA

Issued 09/26/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Kim Sands.
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