Michael Guerrero is a CFP-designated registered investment advisor at Mariner, based in San Diego, CA, with 20 years of industry experience. Michael 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
11512 El Camino Real, Suite 370, San Diego, CA, 92130
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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
Michael is the CFO of Cheryl Kang Guerrero DDS, Inc. since 2018, dedicating a few hours per week to occasional assistance with various aspects of the business.
Employment History
Current Registrations
Mariner
Previous Registrations
Msec, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
World Wide Wealth LLC
Chrysalis Capital Group, LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Transamerica Financial Advisors, INC.Broker
Wm Financial Services, INC.Broker
Edward JonesBroker
State Registrations1 state
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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