Marin Wealth Advisors LLC
Assets Under Management
$357.0M
Number of Clients
383
Number of Advisors
4
Average Client AUM
$932K
AUM per Advisor
$89.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Marin Wealth Advisors LLC offers investment management and financial planning services tailored to individual client needs. They gather information through personal discussions to define client goals, risk tolerance, and financial resources. They also provide investment consulting on an hourly basis.
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
Location
371 Bel Marin Keys Blvd., Suite 135, Novato, CA, 94949