Daniel Flanagan is a registered investment advisor at Mariner, based in Overland Park, KS, with 22 years of industry experience. Daniel 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
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% |
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
Location
5700 W 112th St, Suite 200, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
October 2008Employment History
Current Registrations
Mariner
Previous Registrations
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Principal Securities, INC.
Principal Securities, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw 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.
Exams
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