Marketocracy Capital Management (MCM) offers investment advice for separately managed accounts. MCM uses information from top-ranked model portfolios on Marketocracy.com to inform investment decisions. MCM primarily invests in publicly-traded common stocks of U.S. and foreign companies, seeking to outperform the S&P 500 Index. Clients deposit funds and securities in a brokerage firm or bank custodian account.
Assets Under Management$6M
Clients50
AdvisorsN/A
Avg. per Client$120K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Fees are not generally negotiable for accounts of less than $750,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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