Joel Suarez is a CFP, ChFC-designated registered investment advisor at Mariner Independent, based in Lubbock, TX, with 26 years of industry experience. Joel 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 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
611 University Avenue, Suite 240, Lubbock, TX, 79401
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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
Joel is an independent insurance agent selling fixed annuities, long-term care insurance, life insurance, and term policies since 2010. He is also a shareholder at Monarch Private Wealth, offering investment advisory services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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