Gregory Klar is a CFP-designated registered investment advisor at Mariner Wealth, based in Madison, NJ, with 21 years of industry experience. Gregory 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
One Giralda Farms, Suite 130, Madison, NJ, 07940
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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
Gregory is a member of Gatheringhill Properties LLC, which holds residential real estate property. He spends minimal time on this activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Sfi Advisors, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Neuberger Berman LLCBroker
Wachovia Securities, LLCBroker
State Registrations1 state
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