Mercer Global Advisors offers investment management, financial planning, tax planning, retirement planning, and estate planning services. They work with individuals, families, small business owners, and non-profit organizations. Mercer Advisors aims to build diversified portfolios using low-cost investments like ETFs and index funds, and may also use private funds. They monitor portfolios and make adjustments based on market conditions and client needs.
Assets Under Management$60B
Clients31,333
Advisors682
Avg. per Client$1.9M
Avg. per Advisor$88M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
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
Your Portfolio Value
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Estimated Annual Fee
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Location
682 Advisors at this firm
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