Vanessa Jourdan is a registered investment advisor at Mariner Wealth, based in San Antonio, TX, with 9 years of industry experience. Vanessa 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
227 North Loop 1604 East, Suite 150, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2021Employment History
Current Registrations
Mariner Wealth
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2020 - August 2021 · 1 yr 7 mos
Southern Wealth Management LLP
July 2019 - January 2020 · 6 mos
Southern Wealth Securities, LLCBroker
August 2018 - January 2020 · 1 yr 5 mos
Popular Securities, LLCBroker
September 2015 - November 2017 · 2 yrs 2 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.