Michael Hebert is a registered investment advisor at Mariner Wealth, based in Punta Gorda, FL, with 28 years of industry experience. Michael 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
Punta Gorda, FL
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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 ActivitiesSells Insurance
Michael is an investment advisor representative at First National Advisors LLC, dedicating full-time hours to this role. He also co-founded Sail Nantasket, Inc., a non-profit organization, and dedicates minimal time as a volunteer, and sells fixed insurance products through PKSF, spending a few hours per week on this activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
First National Advisors LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations3 states
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.