Harish Vishria
Harish Vishria is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Memphis, TN, with 38 years of industry experience. Harish 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
1053 West Rex Road, Suite 102, Memphis, TN, 38119
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2007Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Harish holds active life, accident & health, and variable life & annuity insurance licenses and works as an insurance producer since 1988, dedicating minimal time to it. He also owns commercial rental real estate since 2002, spending minimal time as a landlord.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Vishria Bird Financial Group, LLC
Apw Capital, INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
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.
Exams
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