Mcm Wealth

Marin Capital Management, LLC, a Novato-based investment advisory firm established in 1997, specializes in researching alternative investments to perform across market cycles, including recessions. Their multi-asset class approach blends traditional and alternative investments to lower portfolio volatility. The firm caters to individuals, trusts, small business retirement plans, other RIAs, family offices, and institutions, offering mutual funds, ETFs, options, and real estate funds. Clients with a net worth of $1 million (excluding primary residence) can access alternative investments. MCM provides custom-tailored portfolios based on client needs and risk tolerance, with an initial comprehensive financial plan available upon request. The firm charges fees starting at 1.1% annually, negotiable in special circumstances. MCM also offers Advanced Legacy Planning services for estates with $10 million or more in assets, charging a flat fee of $9,500. MCM does not assess performance-based fees and requires a minimum account size of $2,000,000, which may be waived at their discretion. The firm acts as a fiduciary, ensuring full disclosure of material facts and acting in the best interest of clients. MCM does not have any disciplinary history and does not vote on client securities.