Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are typically paid quarterly and generally do not exceed 2% of assets under management. Financial planning fees are either hourly ($150-$350) or fixed ($650-$2,500), depending on the scope and complexity. These fees may be adjusted based on the client's situation. A minimum total investment amount of $250,000 is generally required, but a lesser amount will be considered.
Areas of Practice
Advisor Information
Office location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
Get directionsRegulatory History
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.
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Brendan works as a financial advisor and investment advisor representative for Mariner Financial Group, LLC, spending nearly full-time on investment advice and financial planning. He is also a registered representative for M Holdings Securities, Inc., dedicating a few hours per week to securities transactions, and a partner at Mariner Financial Group, LLC. Additionally, Brendan is a financial advisor at LRI Investments, LLC, spending nearly full-time there.