Barbara Rishel
Barbara Rishel is a registered investment advisor at Mercer Global Advisors INC., based in Hunt Valley, MD, with 25 years of industry experience. Barbara 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
303 International Circle, Suite 430, Hunt Valley, MD, 21030
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Employment History
Current Registrations
Mercer Global Advisors INC.
Tufton Capital Management, LLC
Previous Registrations
Tufton Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
Mtb Investment Advisors, INC.
State Registrations1 state
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.