Bennett Gross is a CFA-designated registered investment advisor at Mariner, based in Los Angeles, CA, with 35 years of industry experience. Bennett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B 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% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
Los Angeles, CA
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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 →Other Business Activities
Bennett serves as trustee of the Friedmann trust, distributing assets to Max Friedmann's grandchildren, with zero compensation. He also conducts advisory services through NewEdge Advisors, LLC, as an investment advisor representative, dedicating full-time hours to this activity.
Employment History
Current Registrations
Mariner
Previous Registrations
Newedge Advisors
Jefferies Investment Advisers LLC
Jefferies LLCBroker
Leucadia Asset Management LLC
Sanctuary Advisors, LLC
L & S Advisors, INC
Ep Wealth Advisors
Pacific Income Advisers INC
Windward Capital Management CO
S. L. Reed & CompanyBroker
Laidlaw Equities, INC.Broker
Scudder Investor Services, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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