Marin Wealth Advisors is a registered investment advisor based in San Rafael, California, founded in 2013 and led by Robert C. Hunter. The firm provides personalized investment management and financial planning services to individuals, families, trusts, estates, and retirement plans. Marin Wealth Advisors focuses on building globally diversified portfolios using strategic asset allocation and individual stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts, tailored to each client's specific goals, risk tolerance, and tax situation. In addition to managing investments, Marin Wealth Advisors offers comprehensive and modular financial planning on a project basis, covering areas such as retirement projections, cash flow, employee benefits, insurance needs, tax considerations, and estate planning. The firm acts legally in the best interest of its clients when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000.