David Mercier
David Mercier is a ChFC-designated registered investment advisor at Pathworks Financial, INC., based in Novi, MI, with 41 years of industry experience. David 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, Investment Management, and 1 more. Their firm serves 410 clients with $280M 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 $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.00% |
Fees are negotiable above $3,000,000.
Fee Estimator
Location
43155 Main Street, Suite 212, Novi, MI, 48375
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 ActivitiesSells Insurance
David is an independent insurance agent selling fixed insurance products since 2006, dedicating full-time hours to this activity. He also sells life and health insurance products, also dedicating full-time hours. Finally, David is the secretary/treasurer of a small hunting club, requiring minimal time.
Employment History
Current Registrations
Pathworks Financial, INC.
Previous Registrations
Pathworks Financial
Scott Smith Financial
Scott Smith Financial
Sigma Financial CorporationBroker
Ing Financial Partners, INC.Broker
New England SecuritiesBroker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.