From the February 2010 issue of Investment Advisor • Subscribe!

About the Advisor

Bennett Marks


Marks Group Wealth Management

4350 Baker Road, Suite 245

Minnetonka, MN 55343

Phone: 952-582-6100


Web site:

Year firm founded: 2008

Number of advisors in firm: 4 (plus client services

coordinator and administrative coordinator)

Assets under management: $300 million

Asset management fees: 25 basis points up to 2% (depending on investment strategy and asset level)

Number of clients: 220 individual households or relationships

Education: Bachelor's degree in finance, St. Cloud State University, Minnesota

Previous incarnations: Positions with E.F. Hutton and UBS Financial Services

Reprints Discuss this story

Most Recent Videos

Video Library ››