Mardin Capital Group, LLC creates personalized financial plans based on your financial situation, goals, and tax status. These plans can cover retirement, education, insurance, and taxes. The firm provides a written financial plan, but it won't include specific investment recommendations. The firm does not manage investment portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
www.mardincapitalgroup.com ·www.facebook.com/mardincapitalgroup ·www.linkedin.com/company/mardin-capital-group
Fee Structure
Mardin Capital Group charges between $0 and $12,000 for a financial plan. The fee is determined and agreed upon in advance and is negotiable. The fee is waived for clients who implement the plan with assets in excess of $1,000,000, or individuals who agree to move at least $1,000,000 of investable assets to Mardin Capital Group now or upon retirement.
One-Time Plan:$0 - $12,000
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