Paul Meyer is a registered investment advisor at Mercer Global Advisors INC., based in Denver, CO, with 36 years of industry experience. Paul 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
1200 17th Street, Suite 2000, Denver, CO, 80202
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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
Paul works as a Senior Wealth Advisor at Mercer Global Advisors, dedicating 40+ hours per month to investment advisory activities. He also volunteers as a Director for the Evans Scholars Foundation, a non-profit, spending minimal time fundraising and mentoring.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Integrated Advisors Network LLC
Cresset Asset Management, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Goldman, Sachs & CO.Broker
Levco Securities, INC.Broker
Funds Distributor, INC.Broker
Uam Fund Distributors, INC.Broker
New England SecuritiesBroker
State Registrations1 state
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