Michael
Foulkes
Mariner Wealth
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About this Advisor
Michael Foulkes is a financial advisor based in Miami, Florida, working with Mariner Wealth. Michael has previously held positions at Neil Jesani Wealth Management, Grove Bank & Trust, Ladin Tax & Financial Group, Wells Fargo Company, Mzf Enterprises 21 LLC, Neil Jesani Advisors Inc, and Mariner Wealth Advisors. Michael has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Michael is part of Mariner Wealth, which operates out of Miami, Florida. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm 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 fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Michael Foulkes Work History
Mariner Wealth Advisors
Mzf Enterprises 21 LLC
Neil Jesani Wealth Management
Neil Jesani Advisors Inc
Grove Bank & Trust
Ladin Tax & Financial Group
Wells Fargo Company
Disclosures
Please visit the SEC profile of Michael Foulkes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth
Villa Park, IL
Herndon, VA
Minneapolis, MN
Los Angeles, CA
Plano, TX
Sarasota, FL
Scottsdale, AZ
Saint Louis, MO
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