Advisor at Marks Group Wealth Management, Inc.
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Firm
Marks Group Wealth Management, Inc.
Location
Minnetonka, MN 55343
Credentials
Series 63, Series 66
Industry experience
26 years
John Feste is a financial advisor at Marks Group Wealth Management, Inc. in Minnetonka, MN, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Marks Group Wealth Management since 2008, having concurrently worked at LPL Financial from 2008 to 2021. Marks Group Wealth Management provides financial planning, investment management, and wealth management services primarily to high-net-worth families, individuals, and institutional clients. The firm employs six actively managed strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.
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
Marks Group Wealth Management
2008 - Present (18 years)
LPL Financial
2008 - 2021 (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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