Guides › Financial Advisor Fees
Updated September 19, 2026. Quick answer: Mariner Wealth Advisors is a registered investment adviser. Per its own current fee brochure, a $500,000 account would run up to $12,500 a year (the published maximum, which the firm says is negotiable) under its published fee schedule; the minimum to open an account is $100,000 for Managed Accounts, Equity and Fixed Income Portfolios. Is it a fiduciary? Yes, as a registered investment adviser, on the advisory services this page covers.
For a closer look at this firm: Mariner Wealth Advisors Alternatives.
How much does Mariner Wealth Advisors charge?
Mariner’s brochure says its fee ranges up to 2.50% a year and that all fee arrangements are subject to negotiation. On a $500,000 account that maximum is $12,500 a year. The minimum to open an account is $100,000 for Managed Accounts, Equity and Fixed Income Portfolios.
Mariner Wealth Advisors at a glance
| Fact | What Mariner Wealth Advisors’ own pages say |
|---|---|
| Legal entity | Mariner, LLC d/b/a Mariner Wealth Advisors |
| Registration | Mariner, LLC dba Mariner Wealth Advisors and dba AdvicePeriod (“we” or “us”) is registered with the Securities and Exchange Commission as an investment adviser. |
| Fee on a $500,000 account | Up to $12,500 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | $100,000 for Managed Accounts, Equity and Fixed Income Portfolios |
| Cost to leave (exit fee) | See how to leave Mariner Wealth Advisors |
What Mariner Wealth Advisors’ own fee schedule charges
“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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,250 |
| $500,000 | $12,500 |
| $1,000,000 | $25,000 |
| $2,000,000 | $50,000 |
See the full breakdown, including how the figure is calculated, on Mariner Wealth Advisors’ own fee page.
Is Mariner Wealth Advisors a fiduciary?
Mariner, LLC dba Mariner Wealth Advisors and dba AdvicePeriod (“we” or “us”) is registered with the Securities and Exchange Commission as an investment adviser.
“When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
Certain of our advisors are registered representatives of a broker dealer and/or licensed insurance agents and are compensated for the sale of securities and/or insurance-related products.
Full detail, including the exact registration type and source: Mariner Wealth Advisors’ fiduciary status, explained.
The minimum to open an account
“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.”
$100,000 for Managed Accounts, Equity and Fixed Income Portfolios. See the full minimum-investment breakdown, including what that minimum would cost per year, on Mariner Wealth Advisors’ minimum investment page.
What it costs to leave
A dedicated how-to-leave page for Mariner Wealth Advisors covers the exit costs in full. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
What we would compare it against
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Source: WiserAdvisor’s service descriptionSources
- 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
- Form CRS (Client Relationship Summary) (March 31, 2023 (as amended; document header reads “Form CRS Relationship Summary (as amended March 31, 2023)”; an undated exhibit page notes a subsequent update removing reference to an affiliated broker)): https://reports.adviserinfo.sec.gov/crs/crs_140195.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 19, 2026, drawing directly on Mariner Wealth Advisors’ own current fee brochure and Form CRS, both linked above, plus this site’s own already-published fiduciary, minimum-investment, and (where one exists) how-to-leave pages for the same firm, each independently sourced when it was built. 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 Mariner Wealth Advisors’ own Form ADV Part 2A and Form CRS. We have not used Mariner Wealth Advisors as a client. Mariner Wealth Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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