TrueAdvisor
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CFP
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CFP

Teresa Hayes

Mariner
23 Years of Experience
St. Louis, MO
Sells Insurance
View SEC Summary
View SEC Summary

Teresa Hayes is a CFP-designated registered investment advisor at Mariner, based in St. Louis, MO, with 23 years of industry experience. Teresa 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

1401 S. Brentwood Blvd., Suite 300, St. Louis, MO, 63144

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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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Other Business ActivitiesSells Insurance

Teresa is a board member of the Special Education Foundation, which raises funds for individuals with disabilities, dedicating minimal time. Teresa also provides non-variable insurance services to clients.

Employment History
Current Registrations
Mariner
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
U.S. Bancorp Investments, INC.
January 2019 - March 2022 · 3 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
January 2019 - March 2022 · 3 yrs 2 mos
Charles Schwab & CO., INC.Broker
May 2017 - December 2018 · 1 yr 7 mos
Charles Schwab & CO., INC.
May 2017 - December 2018 · 1 yr 7 mos
Strategic Advisers, INC.
October 2012 - April 2017 · 4 yrs 6 mos
Fidelity Brokerage Services LLCBroker
September 2012 - April 2017 · 4 yrs 7 mos
TD Ameritrade, INC.Broker
May 2009 - March 2010 · 10 mos
TD Ameritrade, INC.
May 2009 - March 2010 · 10 mos
Amerivest Investment Management, LLC
May 2009 - March 2010 · 10 mos
Strategic Advisers, INC.
March 2006 - May 2009 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
November 2000 - May 2009 · 8 yrs 6 mos
State Registrations1 state
MO
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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