Mariner, LLC, operating as Mariner Wealth, provides personal financial planning, investment management, tax compliance and preparation, and family office services to individuals, families, trusts, estates, and business entities. The firm constructs customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, often collaborating with third-party managers and affiliated entities. Mariner Wealth operates with a nationwide footprint and tailors its advisory services to each client's specific goals, risk tolerance, and time horizon. In addition to traditional wealth management, the firm offers specialized strategies including options, structured notes, direct indexing, and retirement plan consulting for institutional clients. While the firm acts in the best interest of clients when providing investment advice for retirement accounts, it maintains various affiliations with broker-dealers, insurance agencies, and tax practices that present potential financial conflicts of interest.
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% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
