Philip Constans is a registered investment advisor at Mariner Wealth, based in Midlothian, VA, with 19 years of industry experience. Philip 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
Midlothian, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Other Business Activities
Philip is an author of fiction novels, dedicating a few hours per week to writing, editing, and publishing on Amazon KDP. He also serves on the finance committee for NHA, reviewing financial statements and making recommendations to the board of directors, which takes minimal time.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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.