Brendan Price is a registered investment advisor at Mariner Wealth, based in Tigard, OR, with 19 years of industry experience. Brendan 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
8050 SW Pfaffle St, Suite 100, Tigard, OR, 97223
Get directionsHistory
Regulatory History (1)
Financial
June 2020Other Business Activities
Brendan serves as a Director on the Board of Directors for the Make-A-Wish Foundation Of Oregon, Inc. He dedicates minimal time to this role, attending meetings every other month and assisting with fundraising and awareness.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Phillips & Company Securities INC.
Phillips & Company Securities INC.Broker
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.