Robert Anderson is a CFP-designated registered investment advisor at Mariner Wealth, based in West Des Moines, IA, with 18 years of industry experience. Robert 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
1045 76th Street, Suite 1000, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2024Other Business Activities
Robert is a board member of the St. Pius X Church Foundation, providing guidance for long-term growth and stability. This activity requires minimal time.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
Honkamp Krueger Financial Services INC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations1 state
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.