Mariner Wealth Advisors

Wealth Management Firm in Valley View, OH

Firm Info
Address: 9100 W Chester Towne Centre Rd, West Chester Township, OH 45069, USA
Phone: (513) 874-4440

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 an investment advisory firm that has been providing investment advice since 2017. The firm is headquartered in Overland Park, KS, and operates on a fee-based arrangement. As a registered investment advisory firm, Mariner Wealth Advisors offers investment advice only and is committed to providing its clients with comprehensive financial solutions to help them achieve their investment goals. At Mariner Wealth Advisors, the team of experienced advisors has a deep understanding of investments and a proven track record of delivering holistic solutions tailored to fit each client's unique needs. The firm's services are based on a fee arrangement, which is transparent and fair, ensuring that clients receive objective advice that aligns with their investment objectives. Additionally, Mariner Wealth Advisors offers referral services to Mariner, LLC d/b/a Mariner Wealth Advisors. Through this service, the firm partners with other financial institutions that refer prospective clients to them. This collaboration enables Mariner Wealth Advisors to expand its reach and serve more clients in need of investment advice and comprehensive financial solutions. Overall, Mariner Wealth Advisors is an investment advisory firm with a commitment to providing top-notch financial solutions to its clients. From investment advice only to referral services, the firm ensures that its clients receive expert guidance and tailored solutions to help them achieve their investment goals.

Mariner Wealth Advisors offers a range of services to various types of clients. They serve high net-worth individuals, families, small businesses, and institutions. Their clients rely on the firm's expertise to manage their wealth, plan their finances, and invest wisely. The team at Mariner Wealth Advisors understands the unique needs of each client and works closely with them to create personalized solutions that align with their goals and values. The firm's mission is to help clients achieve financial peace of mind and maximize their wealth for future generations. In terms of fee structures, Mariner Wealth Advisors offers several options depending on the services provided. For investment management services, fees are generally based on a percentage of assets under management. This approach incentivizes the firm to grow the client's portfolio and aligns everyone's interests. For financial planning and wealth management services, fees may be charged on an hourly or flat fee basis. This allows clients to only pay for the services they need without worrying about hidden costs. Additionally, the firm offers other types of fees, such as performance-based fees, which are charged based on how well the client's investments perform. This transparent fee structure demonstrates Mariner Wealth Advisors' commitment to providing clients with customized, flexible, and cost-effective solutions that meet their unique needs.

Typical Clients, Fee Structures & Investment Minimum

The note in Mariner Wealth Advisors' Part 2 Brochure does not mention an investment minimum. However, it is important to note that they do not provide investment advice or manage assets directly for clients. Instead, they offer referral services to prospective clients who may be individuals (including high net worth individuals), pension and profitsharing plans, corporations, or businesses. As such, the investment minimum may be determined by the individual or entity managing the assets recommended by MWA.

How This Office Can Help Valley View, OH Residents

Mariner Wealth Advisors provides a variety of financial planning and wealth management services to clients in Valley View, OH. One of the primary ways the firm helps individuals in the area is by creating customized financial plans that are tailored to each client's specific needs and goals. This can include developing strategies for retirement planning, tax optimization, estate planning, and more. Valley View residents may also benefit from Mariner Wealth Advisors' specialized expertise in areas such as business succession planning, risk management, and investment management. Given the area's proximity to Cleveland and the region's strong manufacturing and healthcare industries, many clients may be business owners or executives with complex financial situations. Mariner Wealth Advisors can provide guidance on navigating these challenges and making informed decisions that help clients achieve their financial objectives.

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 9100 W Chester Towne Centre Rd, West Chester Township, OH 45069, USA
Phone (513) 874-4440
Directions
Google My Business Reviews:
4 Stars

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.