Marin Financial Advisors LLC

Marin Financial Advisors, LLC, an SEC registered investment Advisor founded in 2005, specializes in providing personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm's owner, Colin Drake, holds majority ownership and is a Certified Financial Planner (CFP®) with a Bachelor of Arts degree in Psychology from Middlebury College. Marin Financial Advisors offers investment advice and management for individually managed accounts, with a limited power of attorney for investment decisions. Clients maintain asset control, and accounts are held by a qualified custodian, usually Charles Schwab & Co. The firm's investment strategy is based on a three-factor analysis, focusing on small-cap and value stocks, globally diversified portfolios, and long-term investments. The firm's fee structure is based on a percentage of assets under management, with fees negotiable on a case-by-case basis. The firm does not take custody of client assets and does not act as a custodian. Clients are required to have a minimum account size of $1,000,000, although this requirement may be waived at the firm's discretion. Marin Financial Advisors does not receive compensation for client referrals and does not vote on client securities. The firm has a Business Continuity Plan and an Information Security Program in place to protect client data and ensure operational continuity. Clients can request a copy of the firm's Privacy Policy for information on data protection and sharing practices.