Kalita Blessing
Kalita Blessing is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Dallas, TX, with 33 years of industry experience. Kalita 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
8117 Preston Road, Suite 700, Dallas, TX, 75225
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2007Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Quest Capital Management, INC.
Raymond James Financial Services, INC.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.
Exams
More Advisors
- Samantha Hoover, CFPMercer Global Advisors INC.
- Mark Bachman, CFAMercer Global Advisors INC.
- Nishant Mehta, CFPMercer Global Advisors INC.
- James Justus, CFPMercer Global Advisors INC.
- David Reynolds, CFP, ChFCMercer Global Advisors INC.
- Carl Larimore, CFPMercer Global Advisors INC.