Marin Financial provides investment management services, including determining investment goals, risk tolerance, and asset allocation. They also offer ERISA plan services to retirement plans. Financial planning services include full financial plans and hourly consultations. Marin Financial evaluates global and economic factors to determine optimal portfolio allocations.
Assets Under Management$9.2M
Clients39
Advisors1
Avg. per Client$240K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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