Mariner Wealth Advisors

Wealth Management Firm in Chesterbrook, PA

Firm Info
Address: 1055 Westlakes Dr Suite 300, Berwyn, PA 19312, USA
Phone: (267) 331-4647

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 registered investment advisory firm that has been providing investment advice to its clients since 2017. Headquartered in Overland Park, KS, the firm operates on a fee-based arrangement. In other words, the firm charges its clients a fee that is based on a percentage of the assets it manages rather than charging commissions on individual investment transactions. As an investment advice-only firm, Mariner Wealth Advisors only offers investment advisory services to its clients. This means that the firm does not engage in any activities that involve buying or selling of securities. The primary objective of the company is to provide its clients with unbiased investment advice that helps them achieve their financial goals and objectives. Apart from its core services, Mariner Wealth Advisors also offers referral services to prospective clients through its parent company, Mariner, LLC d/b/a Mariner Wealth Advisors. This allows the firm to expand its client base and provide more people with access to its investment advice services. Overall, Mariner Wealth Advisors is a reliable and trustworthy firm that is committed to helping its clients achieve their financial goals.

Mariner Wealth Advisors caters to a diverse range of clients, from high net worth individuals to institutional investors. They also serve business owners, executives, and retirees who require professional financial advice to achieve their investment goals. The firm's clients come from various industries, such as healthcare, technology, and finance. They also have clients with philanthropic goals who require assistance with charitable giving. Mariner Wealth Advisors offers competitive fee structures that are tailored to the clients' specific needs. The firm levies fees based on a percentage of assets under management, which varies depending on the invested amount. Additionally, the firm offers fixed fee structures that are negotiated up front. They also charge hourly fees for financial planning and advisory services. Clients can choose the fee structure that works best for them, depending on their investment portfolio and financial objectives. The firm emphasizes transparency in all its fee structures, enabling clients to understand what they are paying for and why. In summary, Mariner Wealth Advisors provides a range of fee structures that can fit various client needs, which enhances their customer experience and satisfaction.

Typical Clients, Fee Structures & Investment Minimum

Mariner Wealth Advisors' Part 2 Brochure note about investment minimums does not provide any information regarding their investment minimums.

How This Office Can Help Chesterbrook, PA Residents

Mariner Wealth Advisors has a team of experienced financial advisors who work closely with clients in Chesterbrook, PA. They provide a wide range of services, including personalized financial planning, investment management, tax planning, retirement planning, estate planning, and more. Their goal is to help clients achieve their financial objectives by developing customized strategies based on their unique needs, goals, and risk tolerance. Chesterbrook, PA residents may face various financial situations, depending on their income, retirement goals, debt, and assets. For instance, many of them may be dealing with high housing costs, credit card debts, student loans, or medical bills. Some may have accumulated a significant amount of assets and need help managing their wealth effectively. Others may be facing a job loss, divorce, or other life events that can impact their finances. Whatever their situation, Mariner Wealth Advisors provides expert guidance and support to help clients make informed decisions and reach 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 1055 Westlakes Dr Suite 300, Berwyn, PA 19312, USA
Phone (267) 331-4647
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.