Advisor at Marcellus Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Marcellus Capital Management, LLC
Location
Skaneateles, NY 13152
Credentials
CFA®, Series 63, Series 65
Industry experience
3 years
$0 - $1,000,000: 1.00% annual fee $1,000,001 - $5,000,000: 0.75% annual fee $5,000,001 - $10,000,000: 0.50% annual fee $10,000,001+: 0.25% annual fee
25% of investment return exceeding a 6% hurdle rate and high water mark, charged annually in arrears.
Account minimum: $100,000 Fee-only: Management fee charged as blended tiered rates as described; no commissions or other fees charged by MCM.
Marcellus Capital Management, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Auburn, NY
Edward Jones
Series 66
Camillus, NY
Edward Jones
Series 66
Liverpool, NY
Edward Jones
CFA®, Series 65
Skaneateles, NY
Pushkin Advisory Group, LLC
Series 63, Series 65
Marietta, NY
Clements Investment Management
Series 63, Series 65
Auburn, NY
Genesee Capital Advisors, LLC
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