Billie Murski is a registered investment advisor at Mariner Wealth, based in Houston, TX, with 23 years of industry experience. Billie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1800 Bering Drive, Suite 250, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2015Settled
Employment History
Current Registrations
Mariner Wealth
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Patriot Wealth Management, INC.
April 2007 - February 2019 · 11 yrs 10 mos
Lexington Financial Advisors, INC.
January 2004 - April 2007 · 3 yrs 3 mos
Lexington Asset Management, INC.
January 2004 - December 2012 · 8 yrs 11 mos
Lexington Financial Services, INC.
April 2002 - July 2012 · 10 yrs 3 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.