Advisor at Mariner Institutional, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mariner Institutional, LLC
Location
West Chester, OH 45069
Credentials
Series 63, Series 66
Industry experience
24 years
Eric Bokesch is a financial advisor with Mariner Institutional, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Mariner Wealth Advisors, Msec, LLC, Securities America, Inc., Pinnacle Wealth Management, Inc., Cambridge Investment Research Advisors, and Nationwide Investment Services Corporation. Mariner Institutional is an investment and retirement plan consulting firm serving public and government entities, educational institutions, unions, endowments, foundations, corporations, hospitals, healthcare systems, and self-insurance funds. The firm focuses on strategic asset allocation and manager research supported by an in-house research team, providing fiduciary consulting and ongoing performance monitoring for both traditional and defined contribution plans.
Based on Mariner Institutional, LLC
Based on Mariner Institutional, LLC
Flat fees may be charged depending on the complexity of the engagement; fees are negotiated directly with clients
Tiered asset-based fee generally for Pathway DC Solution (specific tiers not disclosed)
Hourly charges reported in SEC Form ADV Part 1 (specific rates not disclosed in brochure)
Minimum fee: Fees could range from approximately $5,000 to over $1,000,000 annually depending on client size and complexity Fee-only: Annual retainer advisory fees paid directly by clients; fees may be fixed or variable, including fixed fees or percentage of assets under management for defined contribution plans
9100 West Chester Towne Centre Drive, Suite 225
West Chester, OH 45069
Ohio
Mariner Institutional
2024 - Present (2 years)
Mariner Wealth Advisors
2021 - Present (5 years)
Msec, Llc
2021 - 2024 (3 years)
Securities America, Inc.
2019 - 2021 (2 years)
Pinnacle Wealth Management, Inc.
2019 - 2021 (2 years)
Cambridge Investment Research Advisors
2018 - 2019 (1 year)
Cambridge Investment Research, Inc.
2018 - 2019 (1 year)
Nationwide Investment Services Corporation
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Mason, OH
UIS Investment Management LLC
Series 66
Milford, OH
Jacobs Wealth Management, LLC
CFP®, Series 63
West Chester, OH
Tishy Financial LLC
Series 63, Series 65
Cincinnati, OH
Seven Hills Capital Advisors
CFA®, Series 65
Cincinnati, OH
Beechwood Capital Management, Inc.
CFA®, Series 63
Cincinnati, OH
Moy Investment Management, LLC
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