Mariner Capital Management LLC: A Trusted Financial Expert for Your Wealth
If you’re looking for a dependable and experienced financial advisor, look no further than Mariner Capital Management LLC. With a proven track record of success and a team of highly qualified professionals, Mariner Capital Management LLC is dedicated to providing top-notch financial planning and management services to help you achieve your long-term financial goals.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and investment management services
- Offers personalized solutions tailored to each client’s unique financial goals and risk tolerance
- Utilizes a team-based approach to ensure thorough and well-informed decision making
- Employs modern and diverse investment strategies to help maximize returns
- Prioritizes transparency and open communication to build strong client relationships
Facts and Insights
Founded in 2008, Mariner Capital Management LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is based in Overland Park, Kansas and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $800 | 12 |
| 2019 | $700 | 11 |
| 2018 | $600 | 10 |
Financial Services Offered
Mariner Capital Management LLC offers a wide range of financial services to help clients build and maintain their wealth. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Risk management
- Education planning
- Business succession planning
Client Types
Mariner Capital Management LLC works with a diverse group of clients, including individuals, families, trusts, estates, small business owners, and retirement plans.
Fees & Compensation
Mariner Capital Management LLC follows a fee-only pricing structure, meaning that the firm charges a flat fee or a percentage of assets under management for its services. The fee is fully disclosed and transparent, and there are no hidden fees or commissions.
Background
The team at Mariner Capital Management LLC is made up of highly qualified professionals who bring a wealth of experience and expertise to the table. The firm’s founder and CEO, a certified financial planner (CFP), has over 30 years of experience in the financial industry and is dedicated to providing top-notch service to every client.
Financial Advisor Disclosures to Know
Mariner Capital Management LLC maintains a clean disciplinary record. The firm has no disclosures to report, meaning that it has not faced any major legal or regulatory issues that would raise concerns about its integrity or trustworthiness.
In conclusion, Mariner Capital Management LLC is a trusted financial expert that can help you achieve your long-term financial goals. With a team approach, personalized solutions, and a commitment to transparency, the firm is well-equipped to guide you through your financial journey with confidence and peace of mind. Contact Mariner Capital Management LLC today to learn more about how they can help you build and preserve your wealth.