Mariner Wealth
Assets Under Management
$98.6B
Number of Clients
44,528
Number of Advisors
848
Average Client AUM
$2.2M
AUM per Advisor
$116.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mariner, LLC offers financial planning, reporting, consulting, and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. They employ various investment strategies and provide access to third-party managers and alternative investments. They also offer Core Family Office services and tax services.
Fee Structure
Fees are based on assets under management or advisement. Additional fees may apply for financial planning, reporting, and/or consulting services, which can be a percentage of assets under advisement, based on the client’s net worth or a flat or hourly rate. The firm generally imposes account minimums of $100,000 when offering managed accounts to clients, which may be adjusted depending on the level of service provided to the client, the investment strategy employed by the account and other considerations deemed relevant by the Firm in its sole discretion.
Areas of Practice
Location
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
