Nancy Blanchette is a registered investment advisor at Mariner Wealth, based in Meredith, NH, with 14 years of industry experience. Nancy 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
Meredith, NH
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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
Nancy is a registered representative and investment advisor representative at MSEC, LLC and Mariner Wealth Advisors, respectively. Both roles are investment-related and take up a full-time commitment during securities trading hours.
Employment History
Current Registrations
Msec, LLC
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Pinehurst Capital
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
PNC InvestmentsBroker
Wells Fargo Advisors, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Sunamerica Securities, INC.Broker
State Registrations3 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.