Mariner Wealth

CRD#289886
Investment Advisor Firm

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Learn more about Mariner Wealth

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Mariner Wealth is located at 5700 W. 112Th St, Leawood, KS. The firm employs 37 financial advisors to manage client portfolios and provide financial guidance. Mariner Wealth is not a registered broker-dealer.

    Mariner Wealth offers other services. The firm maintains affiliations with a broker-dealer or securities dealer, trust company, accountant or accounting firm, insurance company or agency, pension consultant, and commodity pool advisor. The fee structure at Mariner Wealth is categorized as other.

    Mariner Wealth is registered in the states of Colorado, Florida, Indiana, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Hampshire, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Virginia, and Wisconsin.

    Number of Advisors

    37

    Disclosures

    No

    Office Location

    5700 W. 112Th St
    Leawood, KS 66211

    Mariner Wealth by the Numbers

    Total Number of Employees

    37

    National Average: 64
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    Fee Structure

    Fees for financial management typically depend on the type of services provided. Fees billed by Mariner Wealth typically consist of non-traditional fee structures.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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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

    Jonathan Fortin
    Leawood, KS
    Joan Morrow
    Leawood, KS
    Patrick Calvert
    Leawood, KS
    Kalen Richey
    Leawood, KS
    Theodore Korver
    Lenexa, KS
    Daniel Stearns
    Leawood, KS
    Joshua Honn
    Leawood, KS
    Jordan Downey
    Leawood, KS
    Randall Kathol
    Leawood, KS

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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