Marsico Capital Management Review


Trust Score 82%
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Marsico Capital Management, federally registered in 1997, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 1 advisors. Marsico Capital Management manages $3 billion and provides investment advisory services for 10 clients (1:10 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 10 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others
  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $3 billion
Average Account AUM $318,586,386
Hybrid Advisor No
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:10
Headquarters Denver, CO
SEC Filings Forms and Brochures


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