Marc Russell is a CFA-designated registered investment advisor at Mariner Wealth, based in Delray Beach, FL, with 20 years of industry experience. Marc 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
Delray Beach, FL
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Regulatory History (1)
Regulatory
December 2022Other Business Activities
Marc is a consultant for MRK Partners, a passive investor in MWR Investment Holdings, LLC, and an advisory council member for CAIS Advisory Council. He also serves as Secretary & Treasurer for the non-profit Bloom Here, Inc. and a business advisor for Connectd, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Adviceperiod, LLC
City National Securities, INC.Broker
Convergent Wealth Advisors, LLC
Lydian Wealth Management Company, LLC
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.