David Reynolds
David Reynolds is a CFP, ChFC-designated registered investment advisor at Mercer Global Advisors INC., based in Dallas, TX, with 15 years of industry experience. David 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
8117 Preston Road, #700, Dallas, TX, 75225
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Tiaa-Cref Advice and Planning Services
Truenorth, INC.
Fisher Investments
Ameriprise Financial Services, INC.
State Registrations4 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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