Tracy Jackson
Tracy Jackson is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Denver, CO, with 31 years of industry experience. Tracy 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
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 1996Customer Dispute
September 1994Other Business ActivitiesSells Insurance
Tracy is a licensed insurance agent selling insurance-related products through Enhanced Insurance Services, dedicating a few hours per week to this activity. She also works as a consultant for Enhanced Solutions, LLC, focusing on M&A consulting, and owns Evans Pens, a woodworking business, spending minimal time on each.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Jackson Financial Management
Fsc Securities Corporation
State Registrations2 states
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.