Paul Seidman
Paul Seidman is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Scottsdale, AZ, with 22 years of industry experience. Paul 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
7033 East Greenway Parkway, Suite 290, Scottsdale, AZ, 85254
Get directionsHistory
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 ActivitiesSells Insurance
Paul maintains an insurance license to receive trails from past insurance sales and works as a consultant with GLG Consulting since 2021. He spends minimal time on the consulting role, sharing his industry experience.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Alpha Cubed Investments, LLC
Ascendant Advisors, LLC
First Allied Securities, INC.
Empowerment Financial Group
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Investments, LLC
State Registrations3 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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