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JB
CFP
JB
CFP

Jeffrey Bittner

Mariner
22 Years of Experience
Novi, MI
1 Disclosure
View SEC Summary
View SEC Summary

Jeffrey Bittner is a CFP-designated registered investment advisor at Mariner, based in Novi, MI, with 22 years of industry experience. Jeffrey 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.

Mariner
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
981 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
—
View Full SEC Brochure

Location

39500 High Pointe Blvd, Suite 300, Novi, MI, 48375

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mariner
April 2019 - Present · 7 yrs 6 mos
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

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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