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Anthony Bouton

12 Years of Experience
Denver, CO

Anthony Bouton is a registered investment advisor at Mercer Global Advisors INC., based in Denver, CO, with 12 years of industry experience. Anthony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
680 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 17th Street, Suite 2000, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Mercer Global Advisors INC.
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Fisher Investments
October 2019 - November 2023 · 4 yrs 1 mo
Fidelity Personal and Workplace Advisors
July 2018 - October 2019 · 1 yr 3 mos
Strategic Advisers LLC
February 2017 - July 2018 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
November 2016 - October 2019 · 2 yrs 11 mos
W&s Brokerage Services, INC.Broker
February 2015 - November 2016 · 1 yr 9 mos
Painewebber IncorporatedBroker
July 1995 - February 1996 · 7 mos
Interstate/johnson Lane CorporationBroker
February 1995 - May 1995 · 3 mos
Walnut Street Securities, INC.Broker
March 1994 - August 1994 · 5 mos
State Registrations3 states
FLGAWI
Advisor

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
No exam information available for this advisor.