Marin Capital Management manages investment portfolios and provides personalized financial planning for individuals, trusts, small business retirement plans, other registered investment advisors, family offices, and institutions. The firm uses a multi-asset class approach, utilizing mutual funds, exchange-traded funds, options, individual stocks, bonds, and real estate funds. Portfolios are custom-tailored to the specific needs and risk tolerances of each client, often employing a core and satellite construction methodology. In addition to investment management, Marin Capital Management assists with tax-efficient investing, insurance planning, and estate planning coordination. Clients with less than $1 million in investible assets can also access financial planning on an hourly basis. The firm has a minimum account size requirement of $2 million, though this can be waived at their discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Annual fees range from 1.10% down to 0.60% based on household assets under management, with breakpoints specified in the Client Agreement. Fees are negotiable at the firm's discretion in extraordinary circumstances.