Mariner Platform Solutions, operating as Mariner Independent, offers personal financial planning, reporting, consulting, and investment advisory services to individuals, families, trusts, estates, and business entities. The registered investment advisor utilizes a network of independent investment adviser representatives to construct customized portfolios, use model portfolios, or allocate assets to third-party managers and specialized strategies such as equity, fixed income, options, structured notes, and alternative investments. The firm emphasizes tailored asset allocation based on clients' risk tolerance, time horizon, and cash needs, and coordinates with various affiliates to provide integrated wealth management, tax services, and insurance solutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.