Valerie Newell is a registered investment advisor at Mariner Wealth, based in Cincinnati, OH, with 25 years of industry experience. Valerie 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
312 Walnut Street, Suite 2300, Cincinnati, OH, 45202
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Valerie serves as a trustee or chairman for several non-profit organizations and foundations, including Bowling Green State University Foundation, Summit Country Day School Foundation, Junior League of Cincinnati Endowment Fund, Horizon Community Funds of Northern Kentucky, and Mayfield Education and Research Foundation. These activities require minimal time commitment.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Mariner Wealth Advisors
Riverpoint Capital Management, INC.
Deutsche Investment Management Americas 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.