Guides › Financial Advisor Fees
Updated September 19, 2026. Quick answer: Fisher Investments is less expensive at $500,000: $7,500 a year, versus $12,500 a year for Mariner Wealth Advisors, computed from each firm’s own SEC-filed fee disclosure. See the full side-by-side table below for $250,000, $1 million and $2 million.
More head-to-head fee comparisons: CAPTRUST vs Mariner Wealth Advisors Fees and Charles Schwab vs Mariner Wealth Advisors Fees.
For a closer look at each firm on its own: Fisher Investments Minimum Investment (2026).
What each firm charges, side by side
| Account balance | Fisher Investments (annual fee) | Mariner Wealth Advisors (annual fee) |
|---|---|---|
| $250,000 | $3,750 | $6,250 |
| $500,000 | $7,500 | $12,500 |
| $1,000,000 | $12,500 | $25,000 |
| $2,000,000 | $23,750 | $50,000 |
Fisher Investments discloses a tiered schedule starting at 1.50% flat (Fisher Investments Form ADV Part 2A, “Private Client” Brochure, February 11, 2026); Mariner Wealth Advisors discloses a maximum, individually negotiated rate of 2.5% (Mariner, LLC (d/b/a Mariner Wealth Advisors) Form ADV Part 2A Brochure, March 30, 2023).
What the fee includes, in each firm’s own words
Fisher Investments (Fisher Investments Form ADV Part 2A, “Private Client” Brochure, February 11, 2026): “FI’s private client basic billing rates for one or more aggregated accounts owned by the same client: Equity and Blended Accounts, Annual Management Fee: First $1 million 1.25%, Next $4 million 1.125%, Additional Amounts Over $5 million 1.000%. FI typically targets clients with at least $1,000,000 in investable assets but will accept smaller client relationships at FI’s discretion which will be billed at an annual rate of 1.50%.”
Below roughly $900,000 to $1,000,000, Fisher bills a flat 1.50% relationship rate; at or above $1,000,000 the marginal Equity and Blended schedule above applies.
Mariner Wealth Advisors (Mariner, LLC (d/b/a Mariner Wealth Advisors) Form ADV Part 2A Brochure, March 30, 2023): “The structure and level of our advisory fee will vary by client based upon the services provided and other considerations deemed relevant by us, but typically takes the form of a percentage of assets under management and/or advisement, ranging up to 2.50% per annum. … All fee arrangements are subject to negotiation.”
Mariner does not publish a dollar-breakpoint fee table; its Form ADV states a single ceiling of ‘ranging up to 2.50% per annum,’ individually negotiated per client. The dollar figures apply the disclosed 2.50% ceiling as a flat rate to each balance (balance x 0.025); an actual negotiated rate is very likely lower, especially at higher balances. Note on currency: this is the combined CRS/ADV Part 2A/Privacy document currently live at Mariner’s own published URL; its internal revision date, stated on the cover page, is March 30, 2023 – no more recent public version of Mariner, LLC’s firm-level Part 2A brochure (as opposed to smaller affiliated entities like Mariner Institutional or Mariner Platform Solutions) could be located.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Fisher Investments runs $7,500 a year and Mariner Wealth Advisors runs $12,500 a year: a difference of $5,000 a year at that balance.
Want the full breakdown for either firm on its own? Read the Fisher Investments fee page or the Mariner Wealth Advisors fee page for the complete tier table and source citations.
Thinking about leaving one of these firms instead of pricing what you would pay to stay? See what it costs to leave Fisher Investments, or read the general mechanics of switching financial advisors.
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- Fisher Investments Form ADV Part 2A, “Private Client” Brochure (February 11, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008280
- SEC Investment Adviser Public Disclosure, Fisher Investments, Inc. (CRD #107342): https://adviserinfo.sec.gov/firm/summary/107342
- Mariner, LLC (d/b/a Mariner Wealth Advisors) Form ADV Part 2A Brochure (March 30, 2023): https://www.marinerwealthadvisors.com/wp-content/uploads/2022/04/MWA-CRS-ADV-PART-2A-PRIVACY.pdf
- SEC Investment Adviser Public Disclosure, Mariner, LLC d/b/a Mariner Wealth Advisors (CRD #140195): https://adviserinfo.sec.gov/firm/summary/140195
Methodology. This page was built September 19, 2026, re-pairing figures already archived and independently verified for Fisher Investments and Mariner Wealth Advisors from each firm’s own SEC-filed disclosure; sources linked above. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.