AM
CFP
AM
CFP

Alice Vanni Mcdermott

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
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Location

33 Lono Avenue Suite 390, Kahului, HI 96732, HI, 96732

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alice is the secretary for Keawala'i Congregational Church, a non-investment related activity. She spends minimal time on this role, primarily taking meeting notes and voting.

Employment History
Current Registrations
Mercer Global Advisors INC.
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Fim Group
January 2009 - May 2019 · 10 yrs 4 mos
State Registrations3 states
CAHITX
Advisor
Exams
No exam information available for this advisor.
Alice Vanni Mcdermott - Financial Advisor | TrueAdvisor