Gordon Frater is a CFP-designated registered investment advisor at Mariner Wealth, based in Brookfield, WI, with 15 years of industry experience. Gordon 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
18500 W Corporate Dr, Suite 120, Brookfield, WI, 53045
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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
Gordon owns an investment property with his wife and spends minimal time collecting rent, making repairs, and finding tenants. He has owned the property since 2019.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Drake & Associates, LLC
Allspring Funds Distributor, LLCBroker
Allspring Funds Management, LLC
Sagepoint Financial, INC.Broker
New England SecuritiesBroker
State Registrations1 state
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