Robert Thomas is a CFA, CFP-designated registered investment advisor at Mariner Wealth, based in State College, PA, with 25 years of industry experience. Robert 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
1375 Martin St., Suite 200, State College, PA, 16803
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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
Robert is a member of the advisory board and shareholder of Old Dominion Bank since 2018, dedicating minimal time. He is also a manager at ART Real Estate Investment, an advisory board member at Centre First Bank, and the board president at St. Joseph's Catholic Academy, each requiring minimal to a few hours per week.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Mariner Wealth Advisors
Art Investment Partners, LLC
State Registrations1 state
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