Kip Mechals is a registered investment advisor at Mariner Wealth, based in McMinnville, OR, with 36 years of industry experience. Kip 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
207 NE 19th Street, Ste. 302, McMinnville, OR, 97128
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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
Kip is a 50% owner of residential real estate and an instructor for FMT Retirement Workshops since 2017. He is also the owner of Squirrel Group, LLC, created to draw income, and spends about a quarter of his time as an investment advisory representative.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Cascadia Advisory Services, LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Rushmore Securities CorporationBroker
Northstar Securities, INC.Broker
Wma Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations1 state
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.