Juda Schechter is a CFP-designated registered investment advisor at Mariner Wealth, based in Coral Gables, FL, with 23 years of industry experience. Juda 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
800 S. Douglas Road, Suite 900, Coral Gables, FL, 33134
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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
Juda is a director of the non-profit Jewish Legacy Inc. He also works full-time as an investment advisor representative for both Mariner Wealth Advisors and MSEC, LLC.
Employment History
Current Registrations
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Msec, LLCBroker
Singer Xenos Securities, CORP.Broker
Singer Xenos Schechter Sosler Wealth Management
State Registrations3 states
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