Lisa Fentress is a CFP-designated registered investment advisor at Mariner Wealth, based in Palm Beach Gardens, FL, with 26 years of industry experience. Lisa 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
3001 PGA Blvd., Ste. 105, Palm Beach Gardens, FL, 33410
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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
Lisa is a registered representative with MSEC, LLC and an investment advisor representative with Mariner Wealth Advisors, both since 2018, dedicating full-time hours to these roles. She also owns rental property and is a Membership Committee Director for Impact the Palm Beaches, a non-profit organization, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Cedar Brook Group
Securities America Advisors, INC.
Coulter Financial Advisors, INC
Securities America, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations8 states
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