Advisor at Marks Group Wealth Management, Inc.
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Firm
Marks Group Wealth Management, Inc.
Location
Minnetonka, MN 55343
Credentials
Series 63
Industry experience
43 years
Bennett Marks is a financial advisor with Marks Group Wealth Management, Inc. in Minnetonka, MN, holding a Series 63 designation and 43 years of industry experience. He has been with Marks Group Wealth Management since 2008 and previously worked at LPL Financial LLC. Outside of his advisory role, he serves as a trustee for the Foundation for Endowment of the American Birkebeiner. Marks Group Wealth Management provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs multiple actively managed strategies and may allocate client assets to independent managers while maintaining oversight and client communication.
Based on Marks Group Wealth Management, Inc.
Based on Marks Group Wealth Management, Inc.
0.15% to 2.00% annually (varies based on assets under management and services rendered)
Account minimum: $1,000,000 Fee-only: Fixed consulting fees generally range from $10,000 to $100,000 annually, negotiable and typically charged quarterly in arrears.
4350 Baker Road, Suite 245
Minnetonka, MN 55343
Minnesota · Texas
Marks Group Wealth Management
2008 - Present (18 years)
LPL Financial
2008 - 2021 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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