Wealth Management Consultants Colorado, LLC

Wealth Management Consultants Colorado, LLC is a registered investment adviser specializing in holistic investment advisory services for high-net-worth individuals and trusts. Established in April 2015 by Mark Marquez, the firm is based in The Woodlands, Texas, and has been registered with the SEC since March 2016. They offer discretionary and non-discretionary investment advisory services, focusing on ongoing portfolio management tailored to individual investment goals, time horizons, and risk tolerance. Services include estate planning, income tax planning, debt management, and retirement planning. Clients receive quarterly portfolio reports and ongoing monitoring services. WMCC participates in the Charles Schwab Institutional program for custody, trade execution, and related services. The firm charges fees based on a percentage of assets under management, with annual fees ranging from $3,000 to $30,000. WMCC does not charge performance-based fees or accept directed brokerage. Clients are encouraged to vote their own proxies and are provided with regular account reviews and reports. The firm does not have custody of client funds directly and does not vote proxies on securities.