George Ingram is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Rockville, MD, with 18 years of industry experience. George 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
800 King Farm Blvd, Suite 500, Rockville, MD, 20850
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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
George is a senior wealth advisor at Glass Jacobson Investment Advisors, dedicating full-time hours to wealth planning and investment advice. He also owns two rental properties in Wilmington, NC, which requires minimal time commitment.
Employment History
Current Registrations
Mercer Global Advisors INC.
Glass Jacobson Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Quasar Distributors, LLCBroker
Fbr Investment Services, INC.Broker
Fairfield Heathcliff Capital LLCBroker
State Registrations2 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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