Carl Watkins is a CFP-designated registered investment advisor at Mariner Wealth, based in Sarasota, FL, with 13 years of industry experience. Carl 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
240 South Pineapple Avenue, Suite 601, Sarasota, FL, 34236
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Carl is involved with several non-investment related activities, including Habitat for Humanity, Sarasota Scullers rowing club, and Leadership Sarasota, each requiring minimal time per month. He also dedicates minimal time to divorce consulting.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Allegiant Private Advisors, LLC
Commonwealth Financial Network
State Registrations2 states
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