Hilary Daniel is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Charlotte, NC, with 18 years of industry experience. Hilary 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
201 South College Street, Suite 2250, Charlotte, NC, 28244
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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
Hilary is a co-owner and CEO of Capital Gains ATM Resources LLC, which handles ATM installation and maintenance. This takes about 10-20% of her time and is considered adjacent to financial services but not conflicting.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Motley Fool Wealth Management, LLC
Modera Wealth Management, LLC
Parsec Financial
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wachovia Securities, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.
Exams
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