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CFP
AB
CFP

Audry Batiste

Mariner Independent
16 Years of Experience
Las Vegas, NV
View SEC Summary
View SEC Summary

Audry Batiste is a CFP-designated registered investment advisor at Mariner Independent, based in Las Vegas, NV, with 16 years of industry experience. Audry 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 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.

Mariner Independent
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
4,307 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Audry is the Founder and Owner of Precise Wealth Management, offering investment advisory services, and a Deputy Program Manager at Amentum Services, Inc. Audry also operates Precise Financial Planning, LLC as a sole proprietor, providing project management consulting and tax preparation services, dedicating minimal time to this activity.

Employment History
Current Registrations
Mariner Independent
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Redrock Wealth Management, LLC
February 2018 - October 2022 · 4 yrs 8 mos
Precise Wealth Management
February 2010 - December 2017 · 7 yrs 10 mos
State Registrations1 state
NV
Advisor

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
No exam information available for this advisor.
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