James Boese is a CFP-designated registered investment advisor at Mariner, based in Omaha, NE, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B 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% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
13815 FNB Parkway, Suite 100, Omaha, NE, 68154
Get directionsHistory
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 →Employment History
Current Registrations
Mariner
Previous Registrations
Callahan Financial Planning
Callahan Financial Planning Company
Fbl Marketing Services, LLCBroker
Fbl Wealth Management, LLC
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Pacific Select Distributors, LLCBroker
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.
Exams
More Advisors
- Tyler Grubb, CFPMariner
- Sean Meagher, CFPMariner
- James SiemonsmaMariner
- Daniel Tucker, CFPMariner
- Jennifer Potmesil, CFPMariner
- Samantha Rathje, CFPBridges Investment Management INC