Richard Boyer is a CFP-designated registered investment advisor at Mariner Wealth, based in Corte madera, CA, with 28 years of industry experience. Richard 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
300 Tamal Plaza, Corte madera, CA, 94925
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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
Richard serves as a non-public arbitrator for disputes, starting in February 2020. This activity requires minimal time.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Empirical Wealth Management
Online Capital Management
Mercer Global Advisors INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Charles Schwab & CO., INC.Broker
Chelsea Street Securities, INC.Broker
State Registrations1 state
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