AS
AS

Andrew Slankster

25 Years of Experience
BrokerSells Insurance

Andrew Slankster is a registered investment advisor at Mariner Advisor Network, based in Novi, MI, with 25 years of industry experience. Andrew 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 16,313 clients with $8.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
164 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K

Mariner Independent Advisor Network offers investment management services through its network of IARs. Fees are based on the value of your portfolio and are deducted from your account. There are two fee options:

  • Transaction Based Fee Option (TBFO): You pay transaction charges and/or commissions at the time of each transaction in addition to investment advisory fees. The advisory fees range from 0.4% to 2.55% if you pay for transaction charges, or 0.4% to 2.75% if the IAR pays for all transaction charges.
  • Asset Based Fee Option (ABFO): You are charged a single periodic fee for advisory services, transaction charges, brokerage, and related services based on the value of assets in your account. The appropriateness of this option depends on your investment objectives, financial situation, and the frequency of trading in your account.

Fees are negotiable and can vary based on the complexity of your situation, the scope of services provided, and the expertise of the IAR.

Loading...

Location

39555 Orchard Hill Pl, Ste 169, Novi, MI, 48375

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Andrew owns rental real estate, dedicating minimal time to it. He also provides investment advisory services through Mariner Independent Advisor Network LLC, spending full-time hours on this activity. Andrew also sells non-variable insurance products including life, fixed, LTC, and disability insurance, dedicating a few hours per week.

Employment History
Current Registrations
Mariner Advisor Network
July 2016 - Present · 9 yrs 9 mos
LPL Financial LLC
December 2013 - Present · 12 yrs 4 mos
LPL Financial LLCBroker
August 2013 - Present · 12 yrs 8 mos
Previous Registrations
Strategic Wealth Advisors Group
November 2013 - July 2016 · 2 yrs 8 mos
Next Financial Group, INC.
August 2010 - September 2013 · 3 yrs 1 mo
Next Financial Group, INC.Broker
April 2007 - September 2013 · 6 yrs 5 mos
MML Investors Services, INC.Broker
January 2003 - May 2007 · 4 yrs 4 mos
M Holdings Securities, INC.Broker
November 2001 - December 2002 · 1 yr 1 mo
Vestax Securities CorporationBroker
February 2001 - November 2001 · 9 mos
Pruco Securities CorporationBroker
May 2000 - February 2001 · 9 mos
State Registrations2 states
ALMI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Andrew Slankster - Financial Advisor | TrueAdvisor