Marketocracy Masters is an internet-based registered investment advisor that uses an algorithm to manage client accounts. Clients provide their financial information through the Marketocracy Masters website. The algorithm creates and manages a portfolio invested in model portfolios. Clients can override the algorithm's recommendation. Marketocracy has discretion over client accounts, which are held at Interactive Brokers.
Assets Under Management$3.5M
Clients17
Advisors2
Avg. per Client$210K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.95% |
| $50K - $100K | 0.85% |
| $100K - $1.0M | 0.75% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The Firm may reduce or waive its fee at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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