Mardin Capital Group offers integrated wealth management services that combine ongoing investment management with proactive financial and tax planning. Mardin Capital Group creates personalized investment portfolios tailored to each client's specific financial condition, risk tolerance, and goals, primarily utilizing diversified exchange-traded funds and mutual funds. In addition to managing investments, Mardin Capital Group provides guidance on retirement planning, cash flow and spending strategies, tax planning, risk management, and estate planning coordination. Mardin Capital Group serves individuals and high-net-worth clients, particularly those approaching or currently in retirement, as well as younger clients in the wealth accumulation phase. The firm operates with a fiduciary duty to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are negotiable. Employees receive services on a discounted basis.