Marin Wealth Advisors provides investment management and financial planning services to clients based on their individual needs. They gather information through discussions and data sources to define client goals, financial resources, and risk tolerance. Marin Wealth Advisors manages investment portfolios and finds suitable investments like stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$360M
Clients383
Advisors2
Avg. per Client$930K
Avg. per Advisor$180M
www.marinwealthadvisors.com ·www.facebook.com/marinwealthadvisors ·www.linkedin.com/company/marin-wealth-advisors/...
Fee Structure
Investment management only (planning not offered)
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 negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...