Dovid Price is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Owings Mills, MD, with 5 years of industry experience. Dovid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
10055 Red Run Blvd, Suite 160, Owings Mills, MD, 21117
Get directionsHistory
Regulatory 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
Dovid offers financial literacy seminars to federal agencies as an independent contractor, dedicating minimal time to this activity. He also provides financial consulting and management services to a speech therapy company, spending about 10-20% of his time on this.
Employment History
Current Registrations
Mercer Global Advisors INC.
Glass Jacobson Wealth Advisors
Previous Registrations
Dp Financial
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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