Mariner Wealth is a registered investment advisor that primarily provides referral services, introducing prospective clients to Mariner Wealth and other affiliated financial companies. Mariner Wealth does not directly manage client portfolios, provide personalized investment advice, or charge investment advisory fees. Instead, representatives introduce clients to affiliates who offer investment management, financial planning, and related services. If a client chooses to work with an affiliate upon Mariner Wealth's referral, the client enters into a separate agreement with that affiliate, which is legally required to act in the client's best interest. Representatives of Mariner Wealth may receive a portion of the advisory fees paid to affiliates or compensation for selling insurance products.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.