Jeremiah Griffith is a CFP-designated registered investment advisor at Mariner Wealth, based in Corte Madera, CA, with 8 years of industry experience. Jeremiah 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
300 Tamal Plaza, Suite 175, Corte Madera, CA, 94925
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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
Jeremiah is the Director of Marketing for FPA of San Francisco, a non-investment related role. He manages social media, takes photos, and attends board meetings, dedicating minimal time to this activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Authent Advisors, INC.
Moss Adams Wealth Advisors LLC
State Registrations1 state
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