Assets Under Management
$8.5B
Number of Clients
16,313
Number of Advisors
156
Average Client AUM
$520K
AUM per Advisor
$54.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Mariner Independent Advisor Network, LLC, is a network of Investment Adviser Representatives (IARs) offering financial planning, reporting, consulting, and investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. IARs operate independently but are supervised by the Firm. They utilize various investment strategies and may use model portfolios or create customized programs.
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).
5700 W 112th Street, Suite 500, Overland Park, KS, 66211