Marks Wealth Management

Marks Wealth Management is a registered investment adviser based in Annapolis, MD, established in August 2020 by Charles Marks. The firm specializes in providing comprehensive wealth management services, including financial planning, consulting, and investment management. Marks Wealth Management operates as a fiduciary, acting in the best interests of its clients. The firm manages client investment portfolios on a discretionary basis, primarily allocating assets among various exchange-traded funds (ETFs) and occasionally utilizing mutual funds and individual securities. Clients have the option to engage the firm for additional financial planning and consulting services, with full discretion over implementation decisions. The fee structure is based on a percentage of assets under management, ranging from 2.50% for portfolios up to $499,999 to 0.75% for portfolios over $10,000,000. Marks Wealth Management does not charge performance-based fees and does not engage in side-by-side management. The firm follows a code of ethics to ensure fair and transparent practices, including providing investment advice in the best interest of clients. Clients receive regular account reviews and statements from the custodian, with the firm having the authority to exercise investment discretion on behalf of clients. Marks Wealth Management does not accept voting authority for client securities and does not provide compensation to third-party solicitors for client referrals.