John Swanson is a registered investment advisor at Mercer Global Advisors INC., based in Bend, OR, with 23 years of industry experience. John 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
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 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
Location
5 Northwest Minnesota Avenue, Suite 220, Bend, OR, 97703
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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
John is a fund manager for Sheppard Wealth Capital Management's VC Clean Energy Fund, dedicating minimal time to sourcing deals, due diligence, and portfolio management since 2022. He also serves as a strategic advisor for SeeOnMe, an AI fashion technology platform, spending minimal time advising on budget, strategy, and target market since June 2024.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Hightower Advisors, LLC
Sheppard Wealth Management, LLC
Freestone Capital Management, LLC
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLC
State Registrations1 state
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