Laurel Mann
Laurel Mann is a CFP-designated registered investment advisor at Mariner Independent, based in Manhattan Beach, CA, with 24 years of industry experience. Laurel 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
1601 N. Sepulveda Blvd., Ste. 816, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2006Other Business Activities
Laurel created Reach For More, LLC in 2022 to receive 1099 income from Mariner Platform. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Adviceperiod, LLC
Purus Wealth Management, LLC
Waddell & Reed
State Registrations2 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.
Exams
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