Eric Adler is a registered investment advisor at Mariner Wealth, based in McMinnville, OR, with 29 years of industry experience. Eric 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, Suite 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
Eric is a partner in Squirrel Group LLC, an internal business accounting entity, spending a few hours per week. He also works as an instructor at Portland Community College, using FMT Solutions material to teach and market the course.
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
MML Distributors, LLCBroker
Sunamerica Capital Services, INC.Broker
Nylife Distributors INC.Broker
Alliance Fund Distributors, INC.Broker
MML Investors 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.