George Steiner is a registered investment advisor at Mariner Wealth, based in Manasquan, NJ, with 19 years of industry experience. George 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
229 East Main St., Manasquan, NJ, 08736
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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
George is involved in several outside business activities, including serving as Vice Chair for Manasquan Turkey Run, a firefighter, a partner in Warrior Capital, a board member for Mariner Foundation, and an owner/partner in Driftwood Hospitality Group and Driftwood Holdings. He dedicates a full-time commitment to fire suppression and about 10-20% of his time to the restaurant and real estate holding activities.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Msec, LLCBroker
Mariner Wealth Advisors
Lincoln InvestmentBroker
Capital Analysts
Lincoln Investment
Capital Analysts Incorporated
State Registrations1 state
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