TrueAdvisor
TrueAdvisor
AM
AM

Aryeh Mentzel

Mariner Independent
4 Years of Experience
Rochelle Park, NJ
View SEC Summary
View SEC Summary

Aryeh Mentzel is a registered investment advisor at Mariner Independent, based in Rochelle Park, NJ, with 4 years of industry experience. Aryeh 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 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.

Mariner Independent
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
4,307 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

365 W Passaic Street, Suite 227, Rochelle Park, NJ, 07662

Get directions

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.

Learn about disclosures →
Other Business Activities

Aryeh is a Managing Partner at Carbon Wealth Management, offering investment advisory services, dedicating full-time hours. He also serves as a Board member/Treasurer for East Hill Synagogue, spending a few hours per week on organizational planning and legal obligations.

Employment History
Current Registrations
Mariner Independent
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Gladstone Wealth Partners
January 2022 - May 2023 · 1 yr 4 mos
LPL Financial LLCBroker
November 2021 - May 2023 · 1 yr 6 mos
State Registrations1 state
NJ
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.
More Advisors
More financial advisors in Rochelle Park, NJ →All financial advisors in New Jersey →