AS OF AUGUST 16, 2021. THE 90-DAY ADVISORY FEE WAIVER PROGRAM DESCRIBED BELOW IS VALID FROM AUGUST 16, 2021 THROUGH OCTOBER 31, 2021 (THE “OFFER PERIOD”).
You must i) be a new or existing Marcus Invest customer and ii) initiate and complete a total of five thousand ($5,000) dollars in net new contributions to your Marcus Invest account during the Offer Period. If you meet the eligibility criteria, you will automatically receive a fee waiver applied to your account for ninety (90) days.
The ninety (90)-day time period begins on the date that your Marcus Invest account meets the five thousand dollar ($5,000) contribution criteria. Any Marcus Invest accounts with less than five thousand dollars ($5,000) of net new contributions during the Offer Period will not receive the advisory fee waiver.
If you qualify for the fee waiver program, you will receive an e-mail confirming you have met the eligibility requirements and informing you that the fee waiver will be automatically applied to your account for ninety (90) days starting that day.
The advisory fee waiver is applicable only to the advisory fee for services provided by Marcus Invest, as well as clearing and custodial services provided by the custodian. The waiver does not apply to the fees and expenses applicable to investment funds, and the additional costs for ancillary services provided by the custodian. These fees remain the responsibility of the customer during the Offer Period.
Marcus Invest reserves the right to revoke or modify this program at any time without notice, which could include changing the type of bonus awarded or the amount of any bonus. If we determine that a customer has engaged in or plans to engage in abuse or gaming in connection with this offer, they will not be eligible for this offer.
Call our US-based Contact Center toll-free at 1-833-720-MINV (1-833-720-6468) Monday to Friday, 9 am – 6:30 pm E.T., or email us at [email protected]. We’ll be happy to help!