Matthew Fisher is a CFP-designated registered investment advisor at Mariner, based in Brentwood, MO, with 21 years of industry experience. Matthew 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 11 more. Their firm serves 55,512 clients with $130B 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% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
1401 S. Brentwood Blvd, Suite 300, Brentwood, MO, 63144
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2010Customer Dispute
November 2008Employment History
Current Registrations
Mariner
Previous Registrations
Mariner Wealth Advisors
Moneta Group Investment Advisors, LLC
Stone Carlie Wealth Advisors, L.L.C.
Charles Schwab & CO., INC.
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
More Advisors
- Patrick Howley, CFPMariner
- Patrick Howley, CFPMariner
- Malia Baker, CFPMariner
- Luca Vujovic, CFAMariner
- Adam Rhoads, CFPMariner
- Zachary Joiner, CFPMariner