KT
KT

Keith Tigue

22 Years of Experience
Phoenix, AZ
1 DisclosureSells Insurance

Keith Tigue is a registered investment advisor at Mariner, based in Phoenix, AZ, with 22 years of industry experience. Keith 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
985 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2425 E. Camelback Road, Ste. 620, Phoenix, AZ, 85016

Get directions

History

Regulatory History (1)
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Criminal
October 1980
Final Disposition
Other Business ActivitiesSells Insurance

Keith is a licensed insurance agent. More information is needed to determine the products sold or time commitment.

Employment History
Current Registrations
Mariner
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Rts Private Wealth Management
March 2004 - January 2022 · 17 yrs 10 mos
State Registrations2 states
AZTX
Advisor

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
No exam information available for this advisor.
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