Marim Wealth Planning (MWP) offers financial planning and investment management services. MWP is a fee-only firm, meaning it only gets paid by its clients for its services. Financial planning covers areas like cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement, real estate, risk management, and tax strategies. Investment management involves creating and managing a portfolio based on a client's goals, risk tolerance, and tax considerations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | Included |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Schedule reflects the 'Combined Fee Model' for clients with over $750,000 AUM who prefer to pay for both financial planning and investment management through their investment accounts. Clients utilizing the 'Split Fee Model' (with ongoing financial planning) pay: $0 - $5M: 0.50%, $5,000,001 - $10,000,000: 0.25%, $10,000,001 and Above: 0.10%. Fees are negotiable.