Mercer Street Personal Financial Services offers financial planning and investment advisory services to individuals, families, and businesses. Financial planning covers areas like business, cash flow, retirement, estate, tax, and education planning. Investment advisory services involve creating an investment policy statement and recommending investments like mutual funds and exchange-traded funds. Mercer Street does not manage client assets, and clients use their own brokerage firms.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plans: The hourly rate to prepare and present financial plans is $450 per hour. Financial plans take an average of 12 hours to complete.
- Limited Scope Engagements: The hourly rate for limited scope engagements, such as project-based or ad hoc financial planning, is $900 per hour.
- Get Acquainted Meetings: 30-minute meetings are $1,390 and 60-minute meetings are $1,850.
Hourly Rate:$450 - $900/hr
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