Michael Zent
Michael Zent is a registered investment advisor at Mariner Advisor Network, based in San Jose, CA, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16,313 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Independent Advisor Network offers investment management services through its network of IARs. Fees are based on the value of your portfolio and are deducted from your account. There are two fee options:
- Transaction Based Fee Option (TBFO): You pay transaction charges and/or commissions at the time of each transaction in addition to investment advisory fees. The advisory fees range from 0.4% to 2.55% if you pay for transaction charges, or 0.4% to 2.75% if the IAR pays for all transaction charges.
- Asset Based Fee Option (ABFO): You are charged a single periodic fee for advisory services, transaction charges, brokerage, and related services based on the value of assets in your account. The appropriateness of this option depends on your investment objectives, financial situation, and the frequency of trading in your account.
Fees are negotiable and can vary based on the complexity of your situation, the scope of services provided, and the expertise of the IAR.
Location
350 W. Julian St., Bldg. 3, San Jose, CA, 95110
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2006Customer Dispute
May 2004Other Business Activities
Michael operates under the DBA Camino Advisors since 2013. He also dedicates full-time hours to providing investment advisory services through Mariner Independent Advisor Network LLC since May 2023, and spends minimal time on Camino Advisory Services, Inc for tax/investment purposes.
Employment History
Current Registrations
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Strategic Wealth Advisors Group
LPL Financial LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Sentra Securities CorporationBroker
Wm Financial Services, INC.Broker
Sii Investments, INC.Broker
Liberty Securities CorporationBroker
Nylife Securities INC.Broker
State Registrations13 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.