Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mercer Advisors' annual investment advisory fee includes investment advisory services, and to the extent specifically requested by the client and agreed upon by the applicable agreement, financial planning, and other related services (e.g., tax, estate planning, etc.). If the client requires extraordinary planning and/or consultation services (to be determined in the sole discretion of Mercer Advisors), Mercer Advisors can determine to charge for such additional services, the dollar amount of which shall be set forth in a separate written notice to the client. Financial planning or consulting fees are negotiable.
Areas of Practice
Advisor Information
Office location
1200 17th Street, Suite 500, Denver, CO, 80202
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen works full-time as an investment advisor at Mercer Advisors since 2022. He is also a registered representative of Andrew Garrett Inc., spending minimal time on this role. Stephen's wife owns Seven Seas Realty, and he acts as a sounding board, spending no time during the business day.