Lewis Partridge
Advisor at Mariner Wealth
Updated today
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 Wealth
Location
Benton, AR 72015
Credentials
Series 63, Series 65
Industry experience
29 years
Fee options
Financial planning and consulting services may be charged a flat fee; fixed fee arrangements are generally paid quarterly in advance
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%
Financial planning and consulting services may be charged on an hourly basis
Account minimum: $100,000 minimum for managed accounts Minimum fee: Minimum quarterly fee of $1,875 Fee-only: Financial planning and consulting services may be offered for an additional fee, which can be a percentage of assets under advisement, a flat fee, or hourly rate
Work history
Mariner Wealth Advisors
2023 - Present (3 years)
LexAurum Advisors, LLC
2022 - 2023 (1 year)
UNemployed
2020 - 2022 (2 years)
Veritas Independent Partners
2019 - 2020 (1 year)
Sowell Management Services
2017 - 2020 (3 years)
Summit Brokerage Services, Inc.
2016 - 2017 (1 year)
Summit Financial Group Inc
2016 - 2017 (1 year)
Vsr Advisory Services, Inc
2010 - 2016 (6 years)
Vsr Financial Services, Inc
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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