Jeffrey Troiano
Jeffrey Troiano is a registered investment advisor at Mercer Global Advisors INC., based in Okatie, SC, with 33 years of industry experience. Jeffrey 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
Okatie, SC
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2009Customer Dispute
October 2005Customer Dispute
March 2003Other Business Activities
Jeffrey is the president of South Church Housing, a non-profit low-income housing project, dedicating minimal time. He also owns 25% of Oak Tree Properties, Inc., which owns and rents commercial property, spending a few hours per week.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Charter Oak Capital Management
Royal Alliance Associates, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations4 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
More Advisors
- Jeffrey Baumhoer, CFPWells Fargo Advisors
- Jeffrey Baron, ChFCMML Investors Services, LLC
- Anne Hudick, CFPFee-Only Financial Planning, L.C.
- Andrew Hudick, CFPFee-Only Financial Planning, L.C.