Timothy Lesko is a registered investment advisor at Mariner Wealth, based in Park City, UT, with 25 years of industry experience. Timothy 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
1743 Sidewinder Drive, 1st Floor, Park City, UT, 84060
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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
Timothy is a managing partner of Allegro Management LLC, a family partnership that owns rental properties, and collects rents and pays bills. He also serves on the Board of Trustees for Education for All Children 501c3, dedicating minimal time to organization oversight and governance.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Granite Investment Advisors, LLC
Boston Private Value Investors, INC.
State Registrations2 states
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