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CFP
MG
CFP

Michael Gosney

Mariner
13 Years of Experience
New Albany, IN
View SEC Summary
View SEC Summary

Michael Gosney is a CFP-designated registered investment advisor at Mariner, based in New Albany, IN, with 13 years of industry experience. Michael 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.

Mariner
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
981 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3707 Charlestown Road, Suite C-2, New Albany, IN, 47150

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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

Michael is the board treasurer for Tau Kappa Epsilon Fraternity, reporting on board financials and scholarship accounts since 2014. This requires minimal time and does not occur during securities trading hours.

Employment History
Current Registrations
Mariner
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Martin Financial Group, LLC
October 2013 - March 2019 · 5 yrs 5 mos
Triad Advisors LLCBroker
December 2012 - October 2018 · 5 yrs 10 mos
State Registrations2 states
INKY
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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