Daniel Marcus is a registered investment advisor at Marcus Capital, LLC, based in Northfield, IL, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 98 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Marcus Capital charges a standard annual fee of 1% of assets under management. Some clients with accounts primarily holding fixed-income investments may pay a fixed quarterly fee instead. All advisory fees are negotiable.
Fee Estimator
Location
One Northfield Plaza, Suite 222, Northfield, IL, 60093
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Daniel is a member of the Board of Directors for Crown Electrokinetics Corp, dedicating minimal time to this role. His duties include being chairman of the audit committee and chairman of the finance committee.
Employment History
Current Registrations
Marcus Capital, LLC
Previous Registrations
Bear, Stearns & CO. INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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