Laurel Mann
Laurel Mann is a CFP-designated registered investment advisor at Mariner Independent, based in Manhattan Beach, CA, with 25 years of industry experience. Laurel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
1601 N. Sepulveda Blvd., Ste. 816, Manhattan Beach, CA, 90278
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2006Other Business Activities
Laurel created Reach For More, LLC in 2022 to receive 1099 income from Mariner Platform. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Adviceperiod, LLC
Purus Wealth Management, LLC
Waddell & Reed
State Registrations2 states
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.