Jesse Maggio is a CFP-designated registered investment advisor at Mariner Wealth, based in Highlands Ranch, CO, with 12 years of industry experience. Jesse 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
8871 Ridgeline Blvd, Suite 100, Highlands Ranch, CO, 80129
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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 →Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Msec, LLCBroker
Kummer Financial Strategies, LLC
Key Investment Services LLCBroker
Key Investment Services LLCBroker
Wells Fargo Advisors, LLCBroker
U.S. Bancorp Investments, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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