Mercer Global Advisors INC.
Assets Under Management
$60.3B
Number of Clients
31,333
Number of Advisors
605
Average Client AUM
$1.9M
AUM per Advisor
$99.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mercer Global Advisors offers discretionary and non-discretionary investment advisory services, along with financial, tax, retirement, and estate planning. They serve individuals, families, small businesses, plan sponsors, foundations, non-profits, and endowments. Their investment strategies focus on diversification and factor-based investing, utilizing low-cost vehicles like ETFs and index funds. They also offer access to private investments for qualified high-net-worth clients.
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
Location
1200 17th Street, Suite 500, Denver, CO, 80202
