Mariner Wealth offers financial planning, reporting, consulting, and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Mariner employs various investment strategies when constructing a client’s portfolio. They also provide access to third-party managers and their investment products. Financial planning and consulting services are typically provided as part of the investment advisory services, but Mariner may charge an additional fee for such services depending on the level of service provided.
Assets Under Management$99B
Clients44,528
Advisors912
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
912 Advisors at this firm
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