Mercer Global Advisors Review
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September 4th, 2021
Mercer Global Advisors, registered in 2008, serves 53 state(s) with a licensed staff of 262 advisors. Mercer Global Advisors manages $19.9 billion and provides investment advisory services for 11,765 clients (1:45 advisor/client ratio).
Firm Information
| Summary | Firm |
| Overall Rating | |
| Minimum Investment | $500,000 |
| Average Client Balance | $1,688,900 |
| Total AUM | $19.9 billion |
| Fee Range | Ask firm |
| Advisor / Client Ratio | 1:45 |
| Languages Offered | English |
| Specialities | Investment Planning and Management, Tax Planning, Estate Planning, Retirement Planning, Women Professionals |
| Website | Visit Site |
| Phone Number | 888-565-1681 |
| Headquarters | Denver, CO |
| Locations | See locations |
| Visit Profile | |
| merceradvisors | |
| Visit Profile | |
| SEC Filings | View SEC IAPD CRD #147363 |
Investment Philosophy
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care.
Disciplinary Questions
After checking the disciplinary records of Mercer Global Advisors, our system found no disciplinary questions to ask. Checks take place monthly.
Conflict Questions
After checking the regulatory records of Mercer Global Advisors, our system has identified the following question(s) to ask. Learn more.
Does Mercer Global Advisors offer mutual funds that have 12b-1 fees?
12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Some firms receive these fees as payments, which creates an incentive to promote them.
How does Mercer Global Advisors approach insurance sales? What conflicts do I need to be made aware of?
Currently Mercer Global Advisors actively practices as insurance brokers or agents, or they are affiliated with an insurance company or agency. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist.
Our system found no other conflict questions to ask. Checks take place monthly.
Disciplinary History
An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.
As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Mercer Global Advisors:
Cost
Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.
Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").
FAQs
What services can Mercer Global Advisors provide?
As a financial advisory firm, Mercer Global Advisors can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).
Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
Where is Mercer Global Advisors headquartered? Which states do its financial advisors serve?
Mercer Global Advisors is headquartered in Denver, CO. Mercer Global Advisors offers financial advisor services in 53 states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
What is the average client balance at Mercer Global Advisors?
While Mercer Global Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,688,900. In total, Mercer Global Advisors manages $19,869,910,368 in assets.
What is the historical performance of Mercer Global Advisors?
The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client's personal financial situation.
Can I write a review of Mercer Global Advisors or file a complaint?
investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.
Other Firms
Wilson Wealth Stewardship, Kokua Capital Management, Hudson Advisor Services, Yavapai Financial Planning
This automated report was generated using SEC and FINRA data and was last updated on September 4th, 2021*. For data support, email "support@investor.com". Views: 1,590 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.
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