Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on assets under management or advisement. Financial planning, reporting, and/or consulting services may incur an additional fee, based on a percentage of assets or a flat or hourly rate. Minimum account values may apply for certain programs like Model Wealth Portfolios (lowest minimum $25,000).
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Advisor Information
Office location
39555 Orchard Hill Pl, Ste 169, Novi, MI, 48375
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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 ActivitiesSells Insurance
Andrew owns rental real estate, dedicating minimal time to it. He also provides investment advisory services through Mariner Independent Advisor Network LLC, spending full-time hours on this activity. Andrew also sells non-variable insurance products including life, fixed, LTC, and disability insurance, dedicating a few hours per week.