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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Marks Group Wealth Management have?","answer":"Marks Group Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Marks Group Wealth Management invest in?","answer":"At the end of its last fiscal year, Marks Group Wealth Management’s separately managed accounts held 50% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 15% investment grade corporate bonds, 5% cash and equivalents, 3% state and local bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Marks Group Wealth Management have a minimum investment?","answer":"Yes, Marks Group Wealth Management’s minimum account size for its Investment Management and Wealth Management Fee is $1M.","source":"DISCLOSURE BROCHURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Marks Group Wealth Management?","answer":"Marks Group Wealth Management’s direct owners are Bennett Marks (50% to 75%) and John Feste (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Marks Group Wealth Management get paid?","answer":"Marks Group Wealth Management is paid through a percentage of assets under management and fixed fees. 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