Item: Mercer Global Advisors Review
Rating: 98
Author: investor.com

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Mercer Global Advisors, federally registered in 2008, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 146 advisors. Mercer Global Advisors manages $11.1 billion and provides investment advisory services for 14,048 clients (1:97 advisor/client ratio).

Mercer Global Advisors requires a $250,000 minimum investment.

Benefits

Firm does not have any felony convictions
Firm does not have a disciplinary history
Firm uses a transparent fee-only model
Firm has been federally registered for 10 years
Firm has $1B or more in assets under management
Communications sent to the firm’s website are secure and encrypted
Firm does not have any misdemeanor convictions
Firm does not have an insurance agent conflict
Firm does not privately manage or own the products they recommend
Firm does not offer proprietary products
Firm does not have an attorney conflict
Firm does not accept performance-based fees
Firm does not perform side-by-side management
Firm does not receive soft dollar benefits
Firm provides mobile-friendly experience for their clients

Considerations

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Managed Investing

Feature	Value
Minimum Investment	$250,000
Average Account AUM	$786,836
Hybrid Advisor	No
Disciplinary History	No
Total AUM	$11.1 billion
Advisor / Client Ratio	1:97
Headquarters	Santa Barbara, CA
SEC Filings	Forms and Brochures

Mercer Global Advisors Review

Benefits

Considerations

Managed Investing

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