Maredin Capital Advisors manages investment portfolios for individuals, pension plans, trusts, and other entities. Maredin primarily uses the Goodwin and Ibis investment strategies, which invest in debt and equity securities. Maredin also offers financial planning and investment consulting services, including cash flow forecasting, retirement planning, and estate planning.
Assets Under Management$16M
Clients22
Advisors1
Avg. per Client$700K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$35K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $4.0M | 1.50% |
| $4.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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