Jason Saginario is a CFP-designated registered investment advisor at Mariner Wealth, based in Tallahassee, FL, with 26 years of industry experience. Jason 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
1350 N. Gadsden St., South Unit #A, Tallahassee, FL, 32303
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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
Jason is a co-owner of Sagianario Piano Tuning, though his spouse operates the business and he has no active duties. He is also the Secretary for the Tallahassee Regional Estate Planning Council, spending minimal time collecting dues and paying bills. Jason is also a board member for Elder Care Services.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Mariner Wealth
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Suntrust Investment Services, INC.Broker
Morgan Keegan & Company, INC.Broker
Amsouth Investment Services, INC.Broker
J. P. Morgan Invest, LLCBroker
Edward JonesBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.