KT
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Keith Tigue

21 Years of Experience
Phoenix, AZ
1 DisclosureSells Insurance

Keith Tigue is a registered investment advisor at Mariner Wealth, based in Phoenix, AZ, with 21 years of industry experience. Keith 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B

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%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

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

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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 Wealth
December 2021 - Present · 4 yrs 5 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.