The Marin Group is a Fee Only Investment Firm

We receive no commissions from the buying or selling of securities. We will incur commissions generated by transactions of securities; however, these are discount commissions and are kept by Schwab Institutional for their service and support. There are no other account or transaction fees involved. This “non-commission” structure eliminates any conflicts of interest that arise in traditional commission arrangements. Marin charges a quarterly fee of between 0.313% and 0.225% depending on the level of assets under management. This fee is payable at the end of each calendar quarter and is based on the portfolio’s end of month value.

Managed Money vs. Mutual Funds: Compare The Costs

The average growth mutual fund charges 1.44% as an annual  management fee

plus 

an average of .85% of turnover costs

On average, mutual fund investors pay well over 2% per year *

contrast that with the average Marin client

with a  $250,000 account:

management fees:  1.16%

turnover and trading costs: .25%

for a total annual cost of around 1.45%

additional benefits include:  

better performance over time

better control of tax liability 

personal attention

custom portfolios for your individual needs

*source:  John Bogle (former chairman of the Vangaurd Funds) "Bogle On Mutual Funds: New Perspectives for the Intelligent Investor"