Mariner Wealth Advisors

Wealth Management Firm in Portland, OR

Firm Info
Address: 8050 SW Pfaffle St # 100, Portland, OR 97223, USA
Phone: (503) 620-5236

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 caters to a diverse range of clients, including individuals, families, foundations, and businesses. Its client base includes high net worth individuals seeking comprehensive financial planning services, retirees looking for retirement investment strategies, business owners seeking to maximize their wealth, and institutional clients such as non-profits and foundations seeking customized investment strategies. The firm's team of experts works closely with each client to understand their unique financial needs and goals, designing and implementing tailored financial plans to help them achieve their objectives. Mariner Wealth Advisors offers a range of fee structures to clients based on the level and type of service provided. For clients seeking comprehensive financial planning services, the firm typically charges a percentage of assets under management, with fees ranging from 0.75% to 1.5%. The firm may also charge hourly fees for specialized services such as tax planning or retirement income planning. For clients seeking investment management services only, the firm offers a range of fee structures, including a percentage of assets under management, flat fees, or performance-based fees. The firm's team can help clients select the fee structure that best meets their needs and aligns with their financial goals. In addition, the firm may charge other types of fees, such as account opening or closing fees, in certain circumstances.

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 Portland, OR Residents

As a financial advisor with Edward Jones, Eric M Sundstrom provides personalized and tailored financial advice to clients in Corvallis, OR. He begins by meeting with clients to understand their unique financial situations and goals, and works with them to create a custom plan for achieving their objectives. In Corvallis, many clients may be facing financial challenges such as planning for retirement, saving for their children's college education, or navigating the complexities of estate planning. Eric's expertise in these areas allows him to guide clients through these challenges and develop a financial roadmap for their future. Additionally, he provides ongoing support and communication to ensure that clients stay on track and adjust their plans as needed. With Eric's help, clients in Corvallis can feel confident in their financial future and make informed decisions to achieve their financial goals.

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 8050 SW Pfaffle St # 100, Portland, OR 97223, USA
Phone (503) 620-5236
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  3 Reviews

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

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