Mariner Platform Solutions offers financial planning, reporting, consulting, and investment advice to individuals, retirement plans, trusts, estates, charities, corporations, and business entities. Investment strategies are tailored to each client's goals, risk tolerance, and financial situation. Mariner Platform Solutions may utilize model portfolios, third-party managers, and sub-advisory agreements to manage client assets. They also offer tax compliance, planning, preparation, and consulting services.
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.