Linda Hald Nielsen

Marin Wealth Advisors LLC

2 Years of Experience

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Firm Information

Marin Wealth Advisors LLC

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.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningEducation PlanningInvestment Management

Advisor Information

Office location

899 Northgate Drive, Suite 300, San Rafael, CA, 94903

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Regulatory 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.