Mariner Wealth Advisors

Financial Advisor in Kent County, MI

Firm Info
Address: 250 Monroe Ave NW 4th floor, Grand Rapids, MI 49503, USA
Phone: (248) 377-8761

Firm Size
Assets Under Management: $0
# of Advisors: 33
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 1

Services Offered
  • Other

Available Fee Structures
  • Other

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Mariner Wealth Advisors Overview

Mariner Wealth Advisors is a fee-based registered investment advisory firm headquartered in Overland Park, KS. The firm has been in business since 2017, providing investment advice only to its clients. As a fee-based firm, Mariner Wealth Advisors charges a fee for its services based on a percentage of assets under management. Mariner Wealth Advisors offers a range of services to help its clients achieve their financial goals. These services may include investment management, financial planning, retirement planning, estate planning, tax planning, and more. The firm takes a holistic approach to financial planning, taking into consideration all aspects of its clients' financial lives. In addition to its investment advisory services, Mariner Wealth Advisors also has a referral program that allows it to refer prospective clients to Mariner, LLC d/b/a Mariner Wealth Advisors. This program helps the firm to grow its client base and reach more individuals who could benefit from its services. Overall, Mariner Wealth Advisors is a trusted and reliable partner for clients seeking comprehensive financial planning services.

Mariner Wealth Advisors is a prestigious financial advisory firm that caters to a wide variety of clients, ranging from high net worth individuals, private foundations, corporations, to institutions. They provide personalized and comprehensive advice on wealth management, investment management, retirement planning, estate planning, tax strategies, insurance, and more. They understand that each client has unique financial goals and requirements, which is why they offer customized solutions based on individual needs and risk tolerance. When it comes to fee structures, Mariner Wealth Advisors offers various options that suit different types of services. They have a fee-only structure, which means that their compensation comes from the client's assets under management. This structure is transparent and eliminates conflicts of interest that arise from commissions or other compensation schemes. They also have a hybrid fee structure, which combines a fixed fee and a commission-based fee. This structure is suitable for clients who have diverse financial needs and want flexibility in their payment options. Furthermore, they have performance-based fees, which are calculated based on the returns achieved by the investments that they manage on behalf of the clients. Lastly, they offer hourly or project-based fees, which are applicable for clients who require specific financial services as opposed to a more holistic approach. Overall, Mariner Wealth Advisors' fee structures align with their ethos of putting their clients' interests first and delivering exceptional value.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, there is no mention of an investment minimum in Mariner Wealth Advisors' Part 2 Brochure note about investment minimums.

How This Office Can Help Kent County, MI Residents

Mariner Wealth Advisors offers a range of financial planning services that are tailored to the specific needs of clients in Kent County, MI. One common financial situation faced by Kent County residents is retirement planning. Mariner Wealth Advisors helps clients navigate retirement planning by offering personalized strategies for managing retirement accounts, developing income streams, and planning for long-term care. Another common financial situation is estate planning. Kent County residents who are interested in preserving their wealth for future generations can work with Mariner Wealth Advisors to create an estate plan that minimizes tax liabilities and maximizes asset protection. In addition to retirement and estate planning, Mariner Wealth Advisors offers a number of other financial planning services that are designed to help clients achieve their goals. These services include investment management, tax planning, insurance analysis, and debt management. By taking a holistic approach to financial planning, Mariner Wealth Advisors is able to help clients identify and address potential obstacles to their financial success and create a comprehensive plan that positions them for long-term prosperity.

To view the Minimum Investment and Fee Schedule for Mariner Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Mariner Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mariner Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Other
Unavailable
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

This Office Location

Firm location 250 Monroe Ave NW 4th floor, Grand Rapids, MI 49503, USA
Phone (248) 377-8761
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 5700 W. 112TH ST, SUITE 500, OVERLAND PARK, KS 66211, United States

This firm has no other locations.

State Registrations

Mariner Wealth Advisors is registered to service clients in the following states:

  • Florida
  • Iowa
  • Kansas
  • Minnesota
  • Missouri
  • Nebraska
  • Pennsylvania
  • South Dakota
  • Texas
  • Wisconsin

Disciplinary History

Mariner Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs