MR

Marc Steven Richman

43 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
238 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$565.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10.0M - $15.0M0.80%
$15.0M - $20.0M0.60%
$20M+0.40%

Fees are negotiable and may be higher or lower based on the nature of the account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $500/hr

Wick Capital Partners charges an annual fee based on a percentage of assets under management, typically ranging from 0.20% to 1.00%. Fees are negotiable based on factors like account size and complexity. Financial planning as a separate service is offered on a fixed fee or hourly basis, with hourly rates not exceeding $500. Investment advisory fees are debited directly from client accounts quarterly, in advance.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

150 N. Radnor Chester Road, Suite A225, Wayne, PA, 19087

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Vigilant Distributors, LLC
August 2025 - Present · 5 mos
Vigilant Distributors, LLCBroker
August 2025 - Present · 5 mos
Wick Capital Partners, LLC
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Newpoint Real Estate Capital Securities LLCBroker
November 2024 - June 2025 · 7 mos
Morgan Stanley
March 2012 - December 2022 · 10 yrs 9 mos
Morgan Stanley Broker
March 2012 - December 2022 · 10 yrs 9 mos
Deutsche Bank Securities INC.
March 2007 - April 2012 · 5 yrs 1 mo
Deutsche Bank Securities INC. Broker
December 2005 - April 2012 · 6 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
July 1998 - December 2005 · 7 yrs 5 mos
Painewebber Incorporated Broker
January 1995 - July 1998 · 3 yrs 6 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1980 - January 1995 · 14 yrs 3 mos
State Registrations3 states
CONYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.