How does the advisor help clients – Key Takeaways:
As a leading financial solutions company, Mariner Platform Solutions offers a range of expert financial services to assist its clients in achieving their financial goals. This includes providing personalized financial advice and expertise, as well as access to a wide range of financial products and tools. Their commitment to delivering top-quality advice and service has made them a trusted partner for individuals and businesses alike.
Facts and Insights
Mariner Platform Solutions has a proven track record of success in the financial services industry. With over 20 years of experience, they have helped countless clients achieve their financial goals and secure their financial future. They have a team of highly skilled and knowledgeable financial advisors who are dedicated to providing the best possible advice and guidance to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 billion | 500 | 20+ years |
Financial Services Offered:
Mariner Platform Solutions offers a comprehensive range of financial services to meet the diverse needs of their clients. This includes investment management, retirement planning, estate planning, tax planning, and risk management. They also provide access to a variety of financial products such as mutual funds, stocks, bonds, and annuities.
Client Types:
Mariner Platform Solutions caters to a wide range of clients, including individuals, families, small businesses, and corporate clients. They have the expertise and resources to serve clients of all income levels and financial backgrounds.
Fees & Compensation:
Mariner Platform Solutions is committed to transparency in their fees and compensation structure. They offer a fee-based approach where clients pay a percentage of their assets under management, ensuring their goals are aligned with their clients’ financial success. They do not receive commissions for selling any financial products, thereby eliminating any potential conflicts of interest.
Background:
Founded in 2001, Mariner Platform Solutions has established itself as a leading financial solutions company. They have grown and evolved over the years, expanding their services and expertise to better serve their clients’ needs. Their team of experienced financial advisors and commitment to high-quality service has positioned them as a trusted partner in the financial industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Mariner Platform Solutions is held to a fiduciary standard, meaning they have a legal obligation to act in their clients’ best interests. They are required to disclose any potential conflicts of interest and fully disclose their fees and compensation structure. This level of transparency ensures that clients can trust in their advisor’s recommendations and advice.