Marin Financial Group manages investment accounts and offers financial planning services to individuals, families, and small businesses. Services include cash flow planning and asset allocation based on individual circumstances. Investment accounts are managed on a discretionary basis using mutual funds, individual securities, or a combination of both. Marin Financial Group may recommend third-party outside account managers with client approval.
Assets Under Management$4.8M
Clients7
Advisors1
Avg. per Client$690K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $2.0M | 1.15% |
| $2M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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