Mcm Wealth
Assets Under Management
$151.2M
Number of Clients
82
Number of Advisors
3
Average Client AUM
$1.8M
AUM per Advisor
$50.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Marin Capital Management, LLC, established in 1997, specializes in researching alternative investments and applies this research to client investment and retirement accounts. They offer services to individuals, trusts, small businesses, other RIAs, family offices, and institutions. Client portfolios are custom-tailored, and financial plans are completed as requested.
Fee Structure
Investment advisory fees start at 1.1% annually and decrease to 0.6% based on assets under management per client household. Fees are negotiable in special circumstances. For clients using only private alternative investments, MCM invoices quarterly based on the investment's value. Financial planning is billed at $500 per hour. Advanced Legacy Planning has a flat fee of $9,500, with an additional 15 basis points charged against the estate's value if MCM implements the plan, less the initial $9,500 charge. The minimum account size is $2,000,000, but this may be waived at MCM's discretion.
Areas of Practice
Location
7250 Redwood Blvd, Suite 300, Novato, CA, 94945