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