James Siemonsma is a registered investment advisor at Mariner, based in Omaha, NE, with 26 years of industry experience. James 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
13815 FNB Parkway, Suite 100, Omaha, NE, 68154
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2024Customer Dispute
July 2022Employment History
Current Registrations
Mariner
Previous Registrations
Mariner Wealth Advisors
Msec, LLCBroker
Proequities, INC.Broker
Honkamp Krueger Financial Services INC
Citicorp Investment ServicesBroker
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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