Jeffrey Maher is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 36 years of industry experience. Jeffrey 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
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
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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
Jeffrey works as a wealth advisor for MSEC, LLC and as a senior wealth advisor for Mariner Wealth Advisors. Both roles are investment-related and take up full-time hours during securities hours.
Employment History
Current Registrations
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Mariner Wealth Advisors
Mfs Fund Distributors, INC.Broker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Sales CompanyBroker
Nationwide Investment Services CorporationBroker
Nationwide Advisory Services, INC.Broker
Sunamerica Capital Services, INC.Broker
Sunamerica Securities, INC.Broker
Wood Logan Distributors, INC.Broker
Wood Logan Associates, INC.Broker
Kemper Financial Services, INC.Broker
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.