Michael
Borgatti
Mariner Wealth
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About this Advisor
Michael Borgatti is a financial advisor based in Metairie, Louisiana, working with Mariner Wealth. Michael has previously held positions at Pacific Life Insurance, Pacific Select Distributors, Financial Engines Advisors L.L.C, and Mariner Wealth Advisors. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana. Currently, Michael is part of Mariner Wealth, which operates out of Metairie, Louisiana. 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 Borgatti Work History
Mariner Wealth Advisors
Financial Engines Advisors L.L.C
Pacific Select Distributors
Pacific Life Insurance
Disclosures
Please visit the SEC profile of Michael Borgatti 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
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Minneapolis, MN
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Plano, TX
Leawood, KS
Scottsdale, AZ
Saint Louis, MO
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