NK
CFP
NK
CFP

Nolan Kamerer

12 Years of Experience
Cincinnati, OH

Nolan Kamerer is a CFP-designated registered investment advisor at Mariner, based in Cincinnati, OH, with 12 years of industry experience. Nolan 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
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
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Location

312 Walnut Street, Suite 2300, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nolan is a board member of the HealthPath Foundation of Ohio since 2015. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Mariner
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Mariner Wealth Advisors
February 2015 - November 2018 · 3 yrs 9 mos
Fifth Third Securities, INC.
February 2008 - October 2008 · 8 mos
State Registrations1 state
OH
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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