MC
CFP
MC
CFP

Michael Carignan

19 Years of Experience
Sandy Springs, GA

Michael Carignan is a CFP-designated registered investment advisor at Mariner Wealth, based in Sandy Springs, GA, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B

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%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9040 Roswell Road, Suite 560, Sandy Springs, GA, 30350

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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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Employment History
Current Registrations
Mariner Wealth
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Avantax Advisory Services
August 2022 - October 2023 · 1 yr 2 mos
Avantax Investment Services, INC.Broker
September 2020 - October 2023 · 3 yrs 1 mo
Proequities, INC.Broker
April 2015 - September 2020 · 5 yrs 5 mos
Avantax Planning Partners, INC.
July 2013 - October 2023 · 10 yrs 3 mos
Paragon Wealth Strategies, LLC.
August 2008 - April 2013 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - June 2008 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - June 2008 · 1 yr 10 mos
State Registrations1 state
GA
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.