Michael Guerrero is a CFP-designated registered investment advisor at Mariner Wealth, based in San Diego, CA, with 19 years of industry experience. Michael 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
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 Wealth
Previous Registrations
Msec, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
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
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