Marcus Capital is an investment advisory firm specializing in building and managing equity portfolios. They offer investment management services, tailoring portfolios to clients' financial profiles, objectives, and risk tolerances. Marcus Capital also provides comprehensive financial planning, covering investment, retirement, insurance, tax, and social security planning. The firm's priority is to develop long-term, trusting relationships with clients.
Assets Under Management$110M
Clients98
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Some clients may pay a previously agreed upon fixed quarterly fee for accounts that do not require a high level of active management. All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...