Marjan Soleimanieh is a registered investment advisor at Marin Wealth Advisors LLC, based in Novato, CA, with 1 years of industry experience. Marjan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 383 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiable for accounts over $5,000,000.
Fee Estimator
Location
371 Bel Marin Keys Blvd., Suite 135, Novato, CA, 94949
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Regulatory 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
Marjan works as an Operations Manager at Westfab Manufacturing, a sheet-metal manufacturing company, since 2019. This takes about half of Marjan's time and involves operations-related tasks to help the business with process and scalability.
Employment History
Current Registrations
Marin Wealth Advisors LLC
Gosho Financial Group
State Registrations1 state
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