Natalie Haggard is a CFP-designated registered investment advisor at Mariner Wealth, based in Tulsa, OK, with 14 years of industry experience. Natalie 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
4200 E. Skelly Drive, Suite 950, Tulsa, OK, 74135
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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
Natalie is an Executive Leadership Team Member for the American Heart Association. She spends minimal time per month planning and executing their annual luncheon.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Mariner Wealth Advisors
State Registrations2 states
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