Marina Wealth Advisors (MWA) manages investment portfolios for clients based on their individual needs and goals. MWA also offers financial planning services covering topics like retirement, risk management, college savings, and estate planning. MWA can also provide ongoing financial planning for a monthly or quarterly fee. MWA also offers tax preparation services to ongoing financial planning and investment management clients.
Assets Under Management$30M
Clients15
Advisors1
Avg. per Client$2M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. The fee covers investment management, investment management using an outside manager, and held-away account services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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