Clear pricing.

No surprises.

We’re upfront about how our pricing works and the fees you’ll pay.

The facts about fees.

Advisory fee

Our 0.35% advisory fee covers asset allocation and all trade commissions, plus monitoring, rebalancing and ongoing management.

How it works: The 0.35% fee is based on the average daily value of your assets, and deducted from your account every quarter. 

ETF fees

Each ETF manager sets a fee, or “expense ratio,” to cover their operating costs.

How it works: These fees are embedded in the performance of all ETFs. You can find their amounts in each fund’s prospectus.

Ancillary fees

Ancillary, or “additional” fees may apply for specific requests like printed statements, check copies or account ownership transfers. 

How it works: Ancillary fees are most often tied to requests you make. Fees should never come as a surprise, so you can see a list of all potential ancillary fees in our Form ADV.

  

See what our 0.35% advisory fee could look like.

If you had an average daily balance of $1,000, for example, our advisory fee would come to $3.50 a year. That's less than lunch. 
Use our calculator to see what your advisory fee could be for different account balances.

This calculator is for illustrative purposes only and may not apply to your individual circumstances. Calculated value assumes the same daily balance for the year and multiplies it by the annual advisory fee of 0.35%.

The advisory fee is for services we provide, as well as clearing and custodial services provided by the custodian. The account holder is responsible for the advisory fee. The fee is paid quarterly in arrears and debited from your account. The advisory fee does not include the fees and expenses applicable to investment funds, and the additional costs for ancillary services provided by the custodian. Pricing is subject to change. For more information regarding the advisory fee and other costs associated with the program, please click here.

Here’s how we help you minimize this year’s tax bill.

We’re mindful of year-end tax implications in our portfolio management approach.

Tax-lot relief methodology

When you make a withdrawal, change your allocation or your portfolio is rebalanced, we sell your assets in a specific order to help minimize this year’s tax bill: the ones with the lowest tax burden go first.

Municipal bonds

We include municipal bonds in the bond allocations of our portfolios, which provide federal tax-free income (keep in mind, state and local taxes may apply).

Ready to get started?

step1

Tell us about yourself

We’ll ask some questions about your risk tolerance and timeline to identify your investment goal.

step2

Choose your portfolio

Select an investment strategy that best resonates with your point of view. Then, we’ll recommend a portfolio based on what you shared with us.

step3

Let us do the rest

Once you’re set up, we’ll continue to do the work, monitoring your portfolio daily and rebalancing your account periodically to keep it aligned to your target allocation.

Frequently asked questions

Check out more Marcus Invest FAQs or give us a call at 1-833-720-6468 and we'll be happy to help.