RH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
383 clients
Average Client Portfolio
$932K average
Assets Under Management
$357.0M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000. The fee percentage from the previous tier was used for the negotiable tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$750 - $5,000
Hourly Rate:$250/hr
Marin Wealth Advisors LLC charges an annual fee based on a percentage of assets under management. Financial planning services are offered at $250/hour, or through fixed-fee packages ranging from $750 to $5,000. Investment consulting is available at $250/hour. Custodial fees may also apply.
Areas of Practice
Financial Planning & CoachingRetirement PlanningEducation PlanningInvestment Management
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Advisor Information
Office location
371 Bel Marin Keys Blvd., Suite 135, Novato, CA, 94949
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Marin Wealth Advisors LLC
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Marin Wealth Advisors LLC
January 2013 - December 2021 · 8 yrs 11 mos
LPL Financial LLC
December 1997 - April 2011 · 13 yrs 4 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.