Adam Kotz is a registered investment advisor at Mariner Wealth, based in New York, NY, with 10 years of industry experience. Adam 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
1500 Broadway, 28th Floor, New York, NY, 10036
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Regulatory History (1)
Customer Dispute
January 2024Other Business Activities
Adam is a board member for the Americans Soccer Club, overseeing uniforms and helping grow the club. This requires minimal time and is outside of securities hours.
Employment History
Current Registrations
Mariner Wealth
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.