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, financial planning, tax planning, retirement planning, and estate planning. They serve individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. Their investment strategies incorporate diversified portfolios and low-expense ratio vehicles.
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location
1200 17th Street, Suite 500, Denver, CO, 80202
605 Advisors at this firm
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