Paul Marcus is a registered investment advisor at Marcus Capital Management, INC., based in Boston, MA, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee Estimator
Location
234 Congress Street, 2nd Floor, Boston, MA, 02110-2419
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Paul is president and majority shareholder of China Development (Holdings) LTD, a non-investment related business, since 1993. He is also manager of Marcus Management LLC and co-owner of Lifestyle Brands LLC, both investment-related private limited partnerships, since 2004 and 2007 respectively.
Employment History
Current Registrations
Marcus Capital Management, INC.
Previous Registrations
Marcus Capital Management, INC.
State Registrations1 state
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