Mariner Wealth
Assets Under Management
$98.6B
Number of Clients
44,528
Number of Advisors
848
Average Client AUM
$2.2M
AUM per Advisor
$116.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mariner, LLC provides personal financial planning, reporting, consulting, and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. They employ various investment strategies and offer access to third-party managers and pooled investment vehicles. They also offer Core Family Office services and tax compliance, planning, preparation and consulting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
Areas of Practice
Location
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
