Fred Liebau is a registered investment advisor at Mariner Independent, based in Wichita, KS, with 25 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
12021 E 13th Street, Wichita, KS, 67226
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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
Fred sells life insurance and annuities with various companies since 1997 and owns rental real estate (NWZ Retreat, LLC) since 2017. He also owns TBC Services, Inc. (a tax entity) and Lake Life Financial Planning, dedicating full-time hours to the latter.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Cwm, LLC
Cetera Advisor Networks LLCBroker
Lg Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Cetera Advisors LLC
Cetera Advisors LLCBroker
Freedom Financial, INC.Broker
The Merchanthouse Securities, INC.Broker
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.