Marc Goldstein is a registered investment advisor at Atcap Partners, LLC, based in New York, NY, with 34 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 349 clients with $200M in assets under 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 $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees are negotiable. Maximum annual fee ranges from 1.75% to 2.75% depending on account value and whether transaction fees are paid by the client or the investment advisor representative.
Fee Estimator
Location
80 Broad Street, 29th Floor, New York, NY, 10004
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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
Marc is a passive investor in a scalp micropigmentation business since 2015, dedicating minimal time. He is also a board member of the New York State Troopers Signal 30 Benefit Fund, requiring no time commitment.
Employment History
Current Registrations
Atcap Partners, LLC
Ceros Financial Services, INC.Broker
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Asset Management, INC.
National Securities CorporationBroker
Eastbrook Capital Group LLCBroker
Northeast Securities, INC.Broker
Prime Charter LTD.Broker
Gkn Securities CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations51 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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