Todd Mercer
Todd Mercer is a registered investment advisor at Sanctuary Advisors, LLC, based in Louisville, KY, with 31 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
7511 New La Grange Road, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Other Business Activities
Todd is the owner of GEC Aircraft Holdings LLC, which rents a Cessna aircraft, and a member of MWM Partners Property LLC, which owns the building for Mercer Wealth Management offices. He also dedicates minimal time to advisory roles for the University of Louisville, Watercolor Community Association, and the Clark Regional Airport Project.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Fifth Third Securities, INC.Broker
Liberty Securities CorporationBroker
Fifth Third Securities, INC.Broker
Natcity Investments, INC.Broker
Independent Financial Securities, INC.Broker
National City Investments CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.