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Samuel Hume

Mercer Global Advisors INC.
16 Years of Experience
Granbury, TX
1 Disclosure
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Samuel Hume is a registered investment advisor at Mercer Global Advisors INC., based in Granbury, TX, with 16 years of industry experience. Samuel 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.

Mercer Global Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
36,172 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$84.4B

Fee Structure

Planning is included in investment management
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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4425 East Highway 377, Suite 117, Granbury, TX, 76049

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Samuel is an owner/principal in several family-owned businesses centered around farming, ranching, and commercial real estate. These activities are not investment-related.

Employment History
Current Registrations
Mercer Global Advisors INC.
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Lake Point Wealth Management, LLC
July 2021 - June 2022 · 11 mos
Bbva Wealth Solutions INC.
March 2021 - June 2021 · 3 mos
Bbva Securities INC.Broker
March 2021 - June 2021 · 3 mos
First Command Advisory Services
January 2019 - April 2019 · 3 mos
First Command Financial Planning, INC.Broker
January 2019 - April 2019 · 3 mos
Amerivest Investment Management, LLC
July 2016 - August 2016 · 1 mo
TD Ameritrade, INC.
January 2007 - August 2016 · 9 yrs 7 mos
TD Ameritrade, INC.Broker
January 2007 - August 2016 · 9 yrs 7 mos
Ameriprise Financial Services, INC.
May 2005 - January 2007 · 1 yr 8 mos
Ameriprise Financial Services, INC.Broker
April 2005 - January 2007 · 1 yr 9 mos
Ids Life Insurance CompanyBroker
April 2005 - July 2006 · 1 yr 3 mos
State Registrations2 states
LATX
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.
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