Mariner Wealth Advisors Minimum Investment (2026): What It Takes to Open an Account

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Updated September 18, 2026. Quick answer: $100,000 for Managed Accounts, Equity and Fixed Income Portfolios. Mariner Wealth Advisors’ own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Mariner Wealth Advisors’ own published fee schedule works out to $2,500 a year.

The minimum, in the firm’s own words

“The Firm generally imposes account minimums of $100,000 when offering managed accounts to clients, which may be adjusted depending on the level of service provided to the client, the investment strategy employed by the account and other considerations deemed relevant by the Firm in its sole discretion.”

On waivability: “which may be adjusted depending on the level of service provided to the client, the investment strategy employed by the account and other considerations deemed relevant by the Firm in its sole discretion.”

Minimum investment and what it would cost

$100,000 at Mariner’s disclosed 2.50% ceiling: $100,000 x 2.50% = $2,500.

Mariner Wealth Advisors’ own fee schedule at other balances

What else to know

Mariner’s brochure states this $100,000 figure for its Managed Accounts, Equity and Fixed Income Portfolios service line specifically. Its general advisory-fee paragraph (covering the 2.50% ceiling used on this page) does not itself state a dollar minimum, only that a minimum annual fee may apply at the firm’s discretion.

What a larger account would cost

The minimum is only the entry point. On a $500,000 account, Mariner Wealth Advisors’ own published fee schedule runs up to $12,500 a year (the published maximum, which the firm says is negotiable); see the full dollar breakdown from Mariner Wealth Advisors’ own fee disclosure across several account sizes.

Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.

Sources

• 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
• Mariner, LLC d/b/a Mariner Wealth Advisors, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/140195/PDF/140195.pdf

Methodology. This page was built September 18, 2026, quoting directly from Mariner Wealth Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.