Mariner Wealth
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Overview
Mariner Wealth is located at 5700 W. 112Th Street, Leawood, KS. The firm employs 709 financial advisors to manage client portfolios and provide financial guidance. Mariner Wealth is not a registered broker-dealer.
Mariner Wealth oversees $81.1 billion in assets under management across 132,567 accounts, of which 128,555 are discretionary and 4,012 are non-discretionary. Over the past year, the firm has provided financial planning services to 30,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The firm caters to retail investors, high net worth investors, banking institutions, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, and corporations, with retail investors being the largest client type by accounts. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees. The firm has 15,059 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, trust company, accountant or accounting firm, insurance company or agency, and commodity pool advisor.
Mariner Wealth is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mariner Wealth by the Numbers
$81.1 billion
1,498
132,567
$611.8 thousand
Products and Services
Mariner Wealth offers multiple services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. In the last fiscal year, Mariner Wealth provided financial planning services to 30000 of its accounts. It does sell products or offer services aside from investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically are based on which services the firm provides the client. Fees billed by Mariner Wealth can consist of some blend of the following fee structures: asset-based, hourly, or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Mariner Wealth.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with a number of different investors. The company provides services to retail investors, high net worth investors, banking institutions, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, and corporations. Out of its 10 clients, Mariner Wealth's biggest client type by number of accounts is high net worth investors, though it also caters to 15059 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 36.95%
- Other Individuals - 60.65%
- Corporations - 2.08%
- Charitable Organizations - 0.33%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mariner Wealth does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mariner Wealth
Villa Park, IL
Palm Beach Gardens, FL
Minneapolis, MN
Los Angeles, CA
Plano, TX
Sarasota, FL
Scottsdale, AZ
Saint Louis, MO
Omaha, NE
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