Joshua Pierce is a CFP-designated registered investment advisor at Mariner, based in Overland Park,, KS, with 22 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,242 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BWM charges a fee based on the value of your portfolio. The exact fee is negotiable and can vary depending on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will not exceed 1.75% of the assets they manage. Similar clients could pay different fees. BWM has two different methods of charging fees to Clients. One method is that the Client is charged a fee for asset management and the Client pays the commissions and other trading costs associated with the account. The other method is for the Client to be charged an overall fee that includes the costs for commissions and other trading costs. This fee arrangement is known as “Advisory Fee One.”
Location
5700 West 112th Street, Suite 500, Overland Park,, KS, 66211
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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 →Employment History
Current Registrations
Mariner
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
New England SecuritiesBroker
New England Securities Corporation
Kobren Insight Management INC
E*trade Securities LLCBroker
UBS Financial Services INC.Broker
Banc of America Investment Services, INC.Broker
Quick & Reilly, 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.