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
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 offer investment consulting on an hourly basis. They manage client assets on a discretionary basis.
| 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 amounts over $5,000,000. Using the previous tier's fee percentage as a starting point.
371 Bel Marin Keys Blvd., Suite 135, Novato, CA, 94949