Brett Sizemore is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Corvallis, OR, with 7 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
Corvallis, OR
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 →Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Boston Harbor Investment Management
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Wfg Advisors, LP
Wfg Advisors, LP
Edward Jones
Wachovia Securities, LLC
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.
Exams
More Advisors
- Monica Baez, ChFCState Farm Investment Management CORP.
- Tristan Peterman, CFP, ChFCLPL Financial LLC
- Keith Marshall, CFPHurley Financial Group, INC.
- Eric Cheney, CFPVantage Wealth Management LLC
- Gary Cotterell, CFPEdward Jones
- Michael Berrey, ChFCState Farm Investment Management CORP.