Marcus Invest does not offer access to human financial advisors. However, clients can apply for Goldman Sachs Personal Financial Management (PFM), but this is a separate division of Goldman Sachs. Several of Marcus Invest's competitors in the same pricing range offer access to a financial advisor.
How much does Marcus invest cost?
Marcus Invest charges an annual fee of 0.35%, which is in the middle of the pack for the robo-advisors I’ve reviewed. The company says it does refund some of its expense ratios for the portion of clients’ portfolios that are invested in Goldman Sachs ETFs.
Does Marcus invest offer account credit?
*Note: Marcus Invest provides account credit for the expense ratios incurred when it puts you in Goldman Sachs funds. These are primarily found in the smart beta portfolio. You also may be subject to fees if you request printed statements, check copies or account ownership transfers.
