George Toulson is a CFA, CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Owings Mills, MD, with 30 years of industry experience. George 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
10055 Red Run Blvd, Suite 160, Owings Mills, MD, 21117
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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
George is a minority and managing member of DB Game LLC & DB Game II, a social media gaming software company, since 2020. He spends a few hours per week managing communication, administration, and coordinating with outside professionals.
Employment History
Current Registrations
Mercer Global Advisors INC.
Glass Jacobson Wealth Advisors
Previous Registrations
Wick Capital Partners, LLC
Legg Mason Investor Services, LLCBroker
Clearbridge Investments, LLC
Vanguard Advisers INC
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Walnut Street Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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
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