The Marin Group Inc. offers investment advice and financial planning to individuals. They manage investment portfolios with the authority to make trades without asking you first, unless you provide written restrictions. They also create financial plans covering estate planning, retirement, insurance, college savings, and elder care. You don't have to use The Marin Group to implement their financial plan.
Assets Under Management$100M
Clients259
Advisors2
Avg. per Client$390K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $150.0M | 0.90% |
| $150M+ | 0.00% |
Fees are negotiable. The Marin Group may combine the account values of family members to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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