Mercer Global Advisors
Is this your firm? Claim your profile | July 4th, 2020
Mercer Global Advisors, registered in 2008, is a Registered Investment Advisor (RIA) in 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
As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Mercer Global Advisors can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
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.
| Summary | Firm |
| Overall Rating | |
| Minimum Investment | $500,000 |
| Average Client Balance | $1,563,939 |
| Total AUM | $15.8 billion |
| Advisor / Client Ratio | 1:39 |
| Languages Offered | Ask firm |
| Specialities | Ask firm |
| Website | Not available |
| Phone Number | Not available |
| Headquarters | Denver, CO |
| SEC Filings | View SEC IAPD CRD #147363 |
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. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).
Firm has not provided fee details summary.
Investment Philosophy
Firm has not provided this information.
Financial Professionals
FAQs
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 50 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 $1,563,939. In total, Mercer Global Advisors manages $15,848,965,584 in assets.
What is the historical performance of Mercer Global Advisors?
Fun Fact: No regulator currently tracks portfolio performance metrics for the financial planning industry. Remember, the financial plan your financial advisor creates with you will always be unique to your personal financial situation. That's the value of working with a financial advisor.
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.
This automated report was generated using SEC and FINRA data and was last updated on July 4th, 2020*. For data support, email "support@investor.com". Views: 618 (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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