Jeffrey Bittner is a CFP-designated registered investment advisor at Mariner Wealth, based in Novi, MI, with 21 years of industry experience. Jeffrey 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
39500 High Pointe Blvd, Suite 300, Novi, MI, 48375
Get directionsHistory
Regulatory History (1)
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Criminal
November 1996Final Disposition
Employment History
Current Registrations
Mariner Wealth
April 2019 - Present · 7 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
May 2016 - April 2019 · 2 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
May 2016 - April 2019 · 2 yrs 11 mos
Investment Centers of America, INC.
February 2014 - March 2016 · 2 yrs 1 mo
Investment Centers of America, INC.Broker
February 2014 - March 2016 · 2 yrs 1 mo
Mainstay Capital Management, LLC
March 2013 - February 2014 · 11 mos
Tiaa-Cref Advice and Planning Services
March 2012 - November 2012 · 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2012 - November 2012 · 8 mos
Morgan Stanley Smith Barney LLC
November 2010 - February 2012 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
November 2010 - February 2012 · 1 yr 3 mos
J.P. Morgan Securities LLC
October 2008 - October 2010 · 2 yrs
J.P. Morgan Securities LLCBroker
October 2008 - October 2010 · 2 yrs
J. P. Morgan Securities INC.
July 2008 - October 2008 · 3 mos
J.P. Morgan Securities INC.Broker
July 2008 - October 2008 · 3 mos
Chase Investment Services CORP.
October 2007 - July 2008 · 9 mos
Chase Investment Services CORP.Broker
September 2007 - July 2008 · 10 mos
MML Investors Services, INC.Broker
May 2004 - August 2007 · 3 yrs 3 mos
Hantz Financial Services, INC.Broker
May 2003 - January 2004 · 8 mos
State Registrations1 state
MI
Advisor
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Exams
No exam information available for this advisor.