Jack Herman is a CFP-designated registered investment advisor at Mariner Wealth, based in Elkhorn, NE, with 10 years of industry experience. Jack 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
Elkhorn, NE
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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 ActivitiesSells Insurance
Jack is a full-time insurance agent selling insurance for Farm Bureau Life and affiliates since June 2024. He also works as an investment adviser representative for FBL Wealth Management, LLC, providing investment advisory and financial planning services on a fee-based or hourly rate basis.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Pacific Select Distributors, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.