CS
CFP
CS
CFP

Christina Slavonik

16 Years of Experience
Colleyville, TX

Christina Slavonik is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Colleyville, TX, with 16 years of industry experience. Christina 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
680 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

26 Main Street, Colleyville, TX, 76034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mercer Global Advisors INC.
November 2024 - Present · 1 yr 5 mos
Previous Registrations
Your Financial Pharmacist
May 2021 - September 2024 · 3 yrs 4 mos
Keener Financial Planning
February 2020 - April 2021 · 1 yr 2 mos
Yfp Planning
December 2019 - January 2020 · 1 mo
Quest Capital Management, INC.
September 2017 - February 2019 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
June 2012 - February 2019 · 6 yrs 8 mos
Commonwealth Financial NetworkBroker
May 2012 - May 2012 · 0 mos
Lincoln Financial Advisors CorporationBroker
July 2010 - May 2012 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
September 2007 - February 2009 · 1 yr 5 mos
Chase Investment Services CORP.Broker
November 2006 - June 2007 · 7 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.