A complete list of active advisors currently associated with Mar Wealth Management Services, LLC
Warmer can help you find a great advisor at Mar Wealth Management Services, LLC or one who fits your needs even better.
MAR Wealth Management Services provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), charitable organizations, and businesses. The firm offers ongoing investment supervisory services, prepares an Investment Policy Statement for each client, and may refer clients to or select third‑party money managers as part of broader planning and implementation. MAR constructs client portfolios using a mix of charting, fundamental, technical, and cyclical analysis and employs both long‑term and short‑term trading strategies consistent with each client’s documented risk tolerance and time horizon. Accounts are generally managed on a discretionary basis with monthly reporting from the custodian and financial plans and hourly or fixed-fee planning engagements offered as separate services. This firm has a few features that differ from many peers: it disclosed a 2018 Stipulation and Consent Order resulting in a Cease and Desist and a $7,000 administrative fine, and it maintains a referral compensation arrangement with another advisory firm (Coral Gables Trust Company) and a corporate investment account invested in the same firm strategy, which the firm acknowledges as potential conflicts. Several supervised persons also serve as fiduciaries for client accounts and engage in outside business activities (including lending and fiduciary services); MAR says these relationships and its proprietary trading are managed through its Code of Ethics, trade‑allocation policies, and proxy‑voting arrangements.
To learn more about the advisors currently working at Mar Wealth Management Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
West Palm Beach, FL
| 11
| |
West Palm Beach, FL
| 6
| |
West Palm Beach, FL
| 21
|
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