Vanessa Jourdan is a registered investment advisor at Mariner, based in San Antonio, TX, with 10 years of industry experience. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B 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% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
227 North Loop 1604 East, Suite 150, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2021Employment History
Current Registrations
Mariner
Previous Registrations
J.P. Morgan Securities LLCBroker
Southern Wealth Management LLP
Southern Wealth Securities, LLCBroker
Popular Securities, LLCBroker
State Registrations1 state
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.
Exams
More Advisors
- Kevin Martin, CFPMariner
- Michael Chase, CFPMariner
- January Smith, CFPJanus Financial Planning, LLC
- Claude Koontz, CFASequoia Financial Group, L.L.C.
- Jeffrey Dabbs, CFAKercheville Advisors LLC
- Douglas Schroeder, CFPWells Fargo Advisors