William Geisdorf is a CFP-designated registered investment advisor at Mariner Wealth, based in Sarasota, FL, with 13 years of industry experience. William 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
240 South Pineapple Avenue, Suite 601, Sarasota, FL, 34236
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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
William is a board member for First Tee Sarasota/Manatee since 2022 and Riverview High School Foundation since 2024. He spends minimal time per week helping the foundation coordinate events and fundraise.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Allegiant Private Advisors, LLC
Commonwealth Financial Network
Ned Davis Research, INC.
State Registrations1 state
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