Assets Under Management

$2.4B

Number of Clients

3,242

Number of Advisors

6

Average Client AUM

$726K

AUM per Advisor

$392.1M

Compensation

Fee-Only (AUM)

About This Firm

Baystate Wealth Management (d/b/a Mariner) provides fee-based discretionary investment supervisory services and portfolio management primarily for high-net-worth individuals, corporate pensions, and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes. They offer diversified portfolio strategies ranging from conservative to aggressive, consisting of equities, fixed income, and alternative investments.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment ManagementHigh Net Worth
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Location

5700 West 112th Street, Suite 500, Overland Park,, KS, 66211

6 Advisors at this firm