search

Mercer Global Advisors Review

Trusted

computer Visit Site phone 888-565-1681 print Print Report

Mercer Global Advisors, registered in 2008, serves 53 state(s) with a licensed staff of 259 advisors. Mercer Global Advisors manages $19.9 billion and provides investment advisory services for 11,765 clients (1:46 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 1:46
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 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.



Was this helpful?

Yes or No



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





Other Firms


VWM Advisors, Core Investment Group, Life Plan Financial Advisory Group, Alpha Retirement Wealth




This automated report was generated using SEC and FINRA data and was last updated on October 4th, 2021*. For data support, email "support@investor.com". Views: 1,572 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


*SEC data last verified 10/10/2021. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

Firm’s/Financial Professional’s investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s Trust Score algorithm or review process.