Marquam Capital provides ongoing investment management services. They typically have the authority to make trades in your account without asking you first, based on your investment goals and risk tolerance. They may recommend using third-party investment advisors for specific strategies, such as Shari’ah compliant investing. Marquam Capital manages your account using their best judgment but cannot guarantee profits. They are legally required to act in your best interest.
Assets Under Management$35M
Clients154
Advisors3
Avg. per Client$230K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees on assets in excess of $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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