AJ
AJ

Amanda Johnson

10 Years of Experience
Overland Park, KS

Amanda Johnson is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 10 years of industry experience. Amanda 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 ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$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

5700 W. 112th St, Suite 500, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Amanda works as a consultant for NewtonX, a B2B market research firm, attending meetings. This activity requires minimal time.

Employment History
Current Registrations
Mariner Wealth
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Financial Engines Advisors L.L.C.
November 2018 - January 2022 · 3 yrs 2 mos
Edelman Financial Services, LLC
December 2017 - November 2018 · 11 mos
Ef Legacy Securities, LLCBroker
November 2017 - October 2018 · 11 mos
Strategic Advisers, INC.
October 2016 - November 2017 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
December 2015 - November 2017 · 1 yr 11 mos
State Registrations2 states
KSMA
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.