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Lewis Partridge II

Advisor at Mariner

Updated today

Location

Benton, AR 72015

Credentials

Series 63, Series 65

Industry experience

29 years

About

Lewis Partridge II is a financial advisor at Mariner Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LexAurum Advisors, Veritas Independent Partners, and Sowell Management Services. Outside of his advisory role, he is a 50/50 partner in an LLC that owns a commercial building in Benton, Arkansas. Mariner Wealth is a multi-advisor wealth management firm serving individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, utilizing both active and passive investment strategies through an in-house team and third-party managers.

Client services

Based on Mariner

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Family office services

Expertise

Based on Mariner

Private / alternative investments Options & derivatives strategies

Occupation focus

Based on Mariner

Founder/Business Owner Executive

Demographic focus

Based on Mariner

Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

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Fee options

Fixed

Fixed fees charged for financial planning and consulting services and tax preparation services

Percentage

$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%

Commissions

Certain advisory personnel licensed insurance agents receive separate commission-based compensation on insurance products

Project-based

Hourly rates charged for financial planning and consulting services, tax compliance and consulting services

Other

Account minimum: $100,000 Minimum fee: Non-refundable minimum quarterly fee of $1,875 Fee-only: Financial planning and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; tax compliance and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; variable fees depending on services

Location

147 S. Market Street

Benton, AR 72015

Most active in

Arkansas

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management General retirement planning Tax strategies for small businesses Annuities Self-Employed
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Passive / index investing
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Retirement income strategy Annuities Real estate investing Approaching retirement
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David A

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Passive / index investing Active portfolio management Options & derivatives strategies
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David C

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General retirement planning Retirement income strategy Cash flow / budgeting Wealth management
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