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Robert Spears

Mariner
25 Years of Experience
Fayetteville, AR
View SEC Summary
View SEC Summary

Robert Spears is a registered investment advisor at Mariner, based in Fayetteville, AR, with 25 years of industry experience. Robert 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.

Mariner
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
985 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Fayetteville, AR

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mariner
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Cetera Investment Services LLCBroker
February 2024 - July 2024 · 5 mos
Cetera Investment Advisers LLC
February 2024 - July 2024 · 5 mos
Arvest Wealth ManagementBroker
July 2018 - December 2023 · 5 yrs 5 mos
Arvest Wealth Management
July 2018 - December 2023 · 5 yrs 5 mos
Advice and Planning Services
November 2013 - June 2018 · 4 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2013 - June 2018 · 4 yrs 7 mos
Arvest Asset Management
November 2006 - January 2012 · 5 yrs 2 mos
Arvest Asset ManagementBroker
November 2006 - January 2012 · 5 yrs 2 mos
Banc of America Investment Services, INC.
February 2005 - August 2006 · 1 yr 6 mos
Banc of America Investment Services, INC.
December 2002 - December 2004 · 2 yrs
Banc of America Investment Services, INC.Broker
May 2002 - August 2006 · 4 yrs 3 mos
Bkd Financial L.L.C.Broker
January 2002 - March 2002 · 2 mos
Wedgewood Partners, INC.Broker
June 1999 - March 2000 · 9 mos
Commerce Brokerage Services, INC.Broker
September 1997 - May 1999 · 1 yr 8 mos
Robert Thomas Securities, INCBroker
June 1995 - September 1995 · 3 mos
Boatmen's Investment Services, INC.Broker
May 1995 - June 1995 · 1 mo
State Registrations1 state
AR
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.
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