Marcus Capital, LLC is a registered investment advisory firm based in Northfield, Illinois. Founded in 2004, Marcus Capital specializes in building and managing personalized equity and fixed-income portfolios for individuals, trusts, retirement plans, and charitable organizations. The firm believes in long-term investing in well-managed, growing United States companies alongside conservative fixed-income investments to preserve capital and provide income. In addition to investment management, Marcus Capital offers comprehensive financial planning covering retirement, insurance, tax strategies, social security benefits, and cash flow forecasting. The firm operates with the authority to make trades on behalf of clients without asking first, while respecting any specific investment restrictions requested by the client.
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.