Marin Financial Advisors offers personalized financial planning and investment management. Financial planning covers cash flow, college, retirement, tax, estate, and insurance. Investment advice is provided with the Advisor making investment decisions with a limited power of attorney. Client assets are held by a qualified custodian. Marin Financial Advisors was acquired by Wealthspire Advisors LLC, which was acquired by Madison Dearborn Partners, LLC.
Assets Under Management$490M
Clients167
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$490M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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