Martin Bicknell is a registered investment advisor at Mariner, based in Overland Park, KS, with 28 years of industry experience. Martin 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
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2006Customer Dispute
April 1999Other Business Activities
Martin is a director and president of 1248 Trust Company, Inc., and an elected manager of 1248 Holdings, LLC. He also serves as a trustee and president for Bicknell Family Foundation, a member of XXL Investments LLC, and a board member/treasurer for Civic Council of Greater Kansas City.
Employment History
Current Registrations
Mariner
Previous Registrations
A. G. Edwards & Sons, INC.
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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