We’ll recommend a diverse mix of stock and bond ETFs that are aligned with your goals. You’ll have exposure to a range of industries and economies so you have multiple opportunities for growth and won’t be tied to the fate of a single stock.
Exchange-Traded Funds (ETFs) combine a collection of assets like stocks or bonds into one single fund. ETFs trade on an exchange like a stock. All the ETFs in our portfolios have made it through a rigorous selection process.
Day-to-day investment work is handled for you: we monitor your portfolio daily and automatically rebalance your account periodically to keep it aligned with your goal.
We’ll ask some questions about your risk tolerance and timeline to identify your investment goal.
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.
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.
Marcus Invest by Goldman Sachs® Advisory Fee Waiver Program Terms
AS OF October 18, 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.