Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
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
Advisor Information
Office location
371 Bel Marin Keys Blvd., Suite 135, Novato, CA, 94949
Get directionsRegulatory History
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 →Other Business Activities
Michael is a dual employee of Charles Schwab Bank, referring bank products such as HELOCs, mortgages, and investor checking products. This activity takes about 10-20% of his time.