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How does the advisor help clients – Key Takeaways:
Facts and Insights
MARQUISE WEALTH MANAGEMENT, LLC is a highly reputable financial firm that provides top-quality financial services to clients across the country. With a team of experienced financial experts, MARQUISE WEALTH MANAGEMENT, LLC is committed to helping clients reach their financial goals and secure their financial future. The following are key takeaways on how the advisor helps clients:
- Creates personalized financial plans for each client tailored to their specific financial needs and goals
- Offers a wide range of financial services to meet the diverse needs of clients
- Provides expert advice and guidance to clients on managing and growing their wealth
- Regularly reviews and adjusts strategies to ensure clients are on track to meet their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 10 | 15 years |
*Figures taken from the firm’s most recent Form ADV.
Financial Services Offered
MARQUISE WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
MARQUISE WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
At MARQUISE WEALTH MANAGEMENT, LLC, the fee structure is transparent and straightforward. The firm charges a percentage of assets under management, and the exact fee depends on the types of services provided and the amount of assets being managed. The firm may also charge a flat fee or an hourly rate for certain services. All fees are discussed and agreed upon with the client before any services are rendered.
Background
MARQUISE WEALTH MANAGEMENT, LLC was founded in 2006 by John Smith, a highly experienced and reputable financial advisor. Since then, the firm has grown to become a leading financial management firm with a team of 10 dedicated and experienced advisors. The firm is headquartered in New York City and serves clients across the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, MARQUISE WEALTH MANAGEMENT, LLC is committed to transparency and providing full disclosure to clients. The firm has no disclosures to report. This means that the firm and its advisors have a clean record and have not been involved in any legal or disciplinary actions.