Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mercer Advisors offers different service options with varying fees. For clients who do not desire a financial plan, Guided Investing fees start at 1.10% for the first $1 million in managed assets and have a lower minimum fee of $800. Wealth Path fees start at 1.30% for the first $1,000,000 with a minimum fee of $4,000. Wealth Management and Ascend Group fees start at 1.10% for the first $1,000,000 with minimum fees of $10,000 and $75,000 respectively. Clients with greater than $25 million in managed assets may be eligible for Regis ultra-high net worth service offering with a minimum advisory fee of $150,000. Financial planning and tax preparation are available as standalone services at a negotiated rate.
Areas of Practice
Advisor Information
Office location
6345 Balboa Blvd., Building 4, Suite 375, Encino, CA, 91316
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Antonette owns Toni's Garage Doors LLC, a garage door repair and installation business, since 2021. She spends a few hours per week making payments and managing insurance policies for the business.