Marin Bay Wealth Advisors offers investment advice to help clients meet their financial goals. As a fiduciary, Marin Bay is legally required to act in the client’s best interest. Marin Bay offers wrap fee accounts that are managed on an individualized basis according to the client’s investment objectives, financial goals, and risk tolerance.
Assets Under Management$380M
Clients133
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
Marin Bay Wealth Advisors offers investment management through a wrap fee program. More information on the fees can be found in the Wrap Fee Program Brochure.
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