Wesley Barnes is a CFP-designated registered investment advisor at Mariner Wealth, based in Valparaiso, IN, with 14 years of industry experience. Wesley 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
Valparaiso, IN
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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
Wesley is the CFO of Barnes Hospitality, Inc., a management company for a doughnut franchise, spending a few hours per week overseeing operations and accounting. He is also a co-owner of multiple Parlor Doughnuts locations, but dedicates no time to these roles.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
First Heartland Capital, INC.Broker
State Registrations2 states
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