Marquette Wealth Management

Marquette Wealth Management, a Minneapolis-based investment adviser registered with the SEC, was founded in 2005 as a subsidiary of Marquette Financial Companies. In 2015, Marquette Financial Companies was acquired by UMB Financial Corporation, and in 2017, Marquette was purchased by Marquette Wealth Management, LLC. The firm specializes in financial planning and investment management, offering services such as retirement planning, education planning, estate planning, and tax considerations. Marquette manages all client investable assets and also provides standalone financial planning services. The firm recommends Bell Bank as the Directed Trustee for personal trust accounts and offers consulting services for employee benefit plans under ERISA guidelines. For wealth management relationships, Marquette charges an annual fee based on a tiered structure. The fee is 1.00% on the first $3,000,000, 0.75% on the next $2,000,000, and 0.50% thereafter. The firm also offers financial planning-only services with fees negotiated based on the complexity of the assignment. Marquette does not charge performance-based fees and acts as a fiduciary, putting clients' best interests first. The firm's investment philosophy focuses on a global asset allocation approach and active management to achieve client goals. Marquette uses Schwab as its primary custodian and broker, providing access to a range of investment products and services. The firm's team includes Christopher M. Vernier, Valerie A. Thomas, and Jordan M. Elling, who bring expertise in finance, wealth management, and financial planning to the firm.