Benjamin Katsel is a CFP-designated registered investment advisor at Mariner Wealth, based in Tucson, AZ, with 2 years of industry experience. Benjamin 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
1715 E Skyline Dr, Suite 131, Tucson, AZ, 85718
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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
Benjamin is a student intern with the University of Arizona Athletic Department since 2019, dedicating a few hours per week to event management. This role involves managing the conduct of fans, officials, media, and away teams during games.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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