Theodore Cardasis
Theodore Cardasis is a CFP-designated registered investment advisor at Mariner Wealth, based in Palm Beach Gardens, FL, with 14 years of industry experience. Theodore 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
3001 PGA Blvd., Suite 105, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Regulatory
July 2019Other Business Activities
Theodore works as a wealth advisor for Mariner Wealth Advisors and as a registered representative for MSEC, LLC. Both roles are investment-related and take up full-time hours during securities hours.
Employment History
Current Registrations
Mariner Wealth
Msec, LLC
Msec, LLCBroker
Previous Registrations
Mariner Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PNC Investments
PNC InvestmentsBroker
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.