Philip Quitoriano is a CFP-designated registered investment advisor at Mariner Wealth, based in Walnut Creek, CA, with 12 years of industry experience. Philip 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
1676 North California Blvd., Ste. 550, Walnut Creek, CA, 94596
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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
Philip is the manager of Slab the Base, LLC, a business buying and selling sports and comic book collectibles since 2021. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Creative Planning
Destination Wealth Management
Polaris Greystone Financial Group, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.Broker
State Registrations2 states
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