Advisor at Marks Group Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Marks Group Wealth Management, Inc.
Location
Byron, MN
Credentials
CFP®, Series 63
Industry experience
9 years
Samantha Thorn is a CFP® with nine years of experience in the financial industry. She is currently with Marks Group Wealth Management, Inc., where she has worked since 2019. Prior to that, she was with LPL Financial for two years and spent five years at Murphy Pohlad Asset Management LLC. Marks Group Wealth Management, Inc. 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 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.
Byron, MN
Minnesota
LPL Financial
2019 - 2021 (2 years)
Marks Group Wealth Management, Inc.
2019 - Present (7 years)
Unemployed
2018 - 2019 (1 year)
Code Ninjas
2018 - 2018 (1 year)
Murphy Pohlad Asset Management LLC
2013 - 2018 (5 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
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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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