Natalie Haggard is a CFP-designated registered investment advisor at Mariner, based in Tulsa, OK, with 15 years of industry experience. Natalie 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.
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% |
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
Location
4200 E. Skelly Drive, Suite 950, Tulsa, OK, 74135
Get directionsHistory
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
Previous Registrations
Mariner Wealth Advisors
State Registrations2 states
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
More Advisors
- Ethan Cordray, CFPMariner
- Suzanne Wheeler, CFPMariner
- Brodie Hinkle, CFPMariner
- Cullen Parker, CFPMariner
- Kristina Simpson, CFPMariner
- Lindsey Mccool, CFPMariner