Or Pikary is a CFP, PFS-designated registered investment advisor at Mariner Wealth, based in El Segundo, CA, with 3 years of industry experience. Or 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
1960 Grand Ave., Ste. 410, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Or works as a tax preparer and is a board member for multiple homeowners associations. Or is also a credential committee member for the American Institute of Certified Public Accountants.
Employment History
Current Registrations
Mariner Wealth
State Registrations2 states
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