Lil Mercer is a registered investment advisor at Captrust, based in Wilmington, NC, with 31 years of industry experience. Lil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
5535 Currituck Drive, Suite 110, Wilmington, NC, 28403
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 Activities
Lil has a real estate broker's license, but only makes referrals and dedicates minimal time to it. Lil also rents out a private residence as a landlord, spending minimal time on this activity.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Capital Investment Group, INC.Broker
Irongate Partners, INC.
Triad Advisors, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Raymond James Financial Services
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Wachovia Securities, LLC
Wachovia Securities, LLCBroker
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Princor Financial Services CorporationBroker
State Registrations1 state
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.