Holly Gray is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Springfield, MO, with 22 years of industry experience. Holly is also registered as a broker, so some compensation may come from commissions on products sold. 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
1256 E Kingsley St, Springfield, MO, 65804
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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
Holly provides brokerage services for clients of the Mercer Advisors Inc. affiliated Broker Dealer through Heim, Young & Associates Inc. DBA MA Brokerage Solutions, dedicating nearly full-time hours to this activity. She is also an affiliated Investment Advisor Representative with Mercer Global Advisors, Inc.
Employment History
Current Registrations
Mercer Global Advisors INC.
Heim, Young & Associates, INC.Broker
Previous Registrations
Hya Advisors, INC
State Registrations9 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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