Kurt Schindler is a CFP-designated registered investment advisor at Mariner Wealth, based in San Juan, PR, with 6 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
Metro Parque 7 Street #1, Ste. 204, San Juan, PR, 00968
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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
Kurt is the trustee of a family education trust, a consultant for a retirement plan administration firm (though he no longer dedicates time to this), an expert content provider for a financial literacy program, and a finance professor. He also provides fee-only financial and consulting services to five individuals, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Mariner Wealth Advisors
Financial Planning Group CORP
State Registrations1 state
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