Eric Towell is a CFP-designated registered investment advisor at Mariner Wealth, based in Louisville, KY, with 27 years of industry experience. Eric 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
4801 Olympia Park Plaza, Suite 3500, Louisville, KY, 40241
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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 →Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Cerity Partners LLC
Argi Investment Services, LLC
Empire Asset Management CompanyBroker
Empire Financial Management Company, LLC
Edward Jones
Edward JonesBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
Lincoln Financial Distributors, INC.Broker
Guardian Investor Services LLCBroker
Mfs Fund Distributors, INC.Broker
Pilgrim Securities, INC.Broker
Van Kampen American Capital Distributors, INC.Broker
State Registrations1 state
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