Gerald Coughlin is a registered investment advisor at Mariner Wealth, based in Syracuse, NY, with 42 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
892 E. Brighton Ave., Syracuse, NY, 13205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Cambridge Investment Research, INC.Broker
Leigh Baldwin & CO., LLCBroker
1717 Capital Management CompanyBroker
State Registrations2 states
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