Marcus Capital Management (MCM) aims to tailor investment strategies to meet each client’s specific goals. MCM constructs client portfolios through the purchase and sale of securities. MCM makes discretionary determinations as to the most appropriate securities for the client’s portfolio. MCM primarily invests in equity and debt securities.
Assets Under Management$8.1M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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