Justin Richter
Justin Richter is a CFP-designated registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 12 years of industry experience. Justin 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
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Criminal
April 2004Other Business Activities
Justin is a registered representative at MSEC, LLC and a Senior Wealth Advisor at Mariner Wealth Advisors, both full-time positions. He also serves on the finance and community advisor committees for Reach Healthcare Foundation and as a board member for Junior Achievement of Greater Kansas City, dedicating minimal time to each.
Employment History
Current Registrations
Msec, LLCBroker
Mariner Wealth
Previous Registrations
Mariner Wealth Advisors
Bosc, INC.Broker
Bok Financial Advisors
State Registrations10 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.