Gurpreet Khalsa is a registered investment advisor at Mariner Independent, based in Orlando, FL, with 19 years of industry experience. Gurpreet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
646 W Smith Street, #130, Orlando, FL, 32804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gurpreet is a committee member for the City of Orlando - City Venues Oversight Committee since 2014 and a board member for the Central Florida Foundation since 2020. Gurpreet is also the founder of PACE Wealth Advisors, offering investment advisory services, dedicating full-time hours to this role.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
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