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Mercer Global Advisors Review

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Mercer Global Advisors, registered in 2008, serves 50 state(s) with a licensed staff of 265 advisors. Mercer Global Advisors manages $15.8 billion and provides investment advisory services for 10,134 clients (1:39 advisor/client ratio).



Firm Information


Summary Firm
Overall Rating
Minimum Investment $500,000
Average Client Balance $1,563,939
Total AUM $15.8 billion
Fee Range Ask firm
Advisor / Client Ratio 1:39
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
Facebook Visit Profile
Twitter merceradvisors
LinkedIn 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 found no conflict questions to ask. Checks take place monthly.



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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").


View Fee Disclosures




FAQs





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This automated report was generated using SEC and FINRA data and was last updated on January 4th, 2021*. For data support, email "support@investor.com". Views: 1,277 (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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