Edward Lettieri
Edward Lettieri is a registered investment advisor at Mercer Global Advisors INC., based in Denver, CO, with 31 years of industry experience. Edward 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
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 →Other Business ActivitiesSells Insurance
Edward is a board member of the Catholic Men's Fellowship of Pittsburgh, dedicating minimal time to providing advice and counsel. Edward also maintains a resident producer license for accident and health, life, fixed annuities, and variable life/variable annuities, though he is not currently receiving commissions.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Fort Pitt Capital Group, LLC
Hefren-Tillotson, INC.Broker
Hefren-Tillotson, INC.
American Century Investment Services INC.Broker
Invesco Aim Private Asset Management, INC.
Invesco Aim Distributors, INC.Broker
Federated Securities CORP.Broker
State Registrations3 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.