Bryan Lester is a CFA-designated registered investment advisor at Mariner Wealth, based in Austin, TX, with 11 years of industry experience. Bryan 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
1114 Lost Creek Blvd., Ste. 260, Austin, TX, 78746
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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
Bryan serves as a Senior Director on the board of a Foundation since April 2022, handling general administrative duties. He dedicates minimal time to this role, attending quarterly board meetings.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Alpha Capital Management
Herbert J. Sims & CO. INC.Broker
Herbert J. Sims Capital Management, INC.
Oxbow Advisors, LLC
King Investment Advisors, INC.
State Registrations1 state
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