Nadia Keric is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Naples, FL, with 14 years of industry experience. Nadia 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
9115 Corsea Del Fontana Way, Suite 100, Naples, FL, 34109
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 Activities
Nadia is a partner in a rental real estate property (Ecclectic Living, LLC) and the owner/proprietor of SHNAZY, LLC, deciding how capital is invested. She also works as an associate/employee for Family Wealth Planning Group, dedicating about half her time as a financial advisor.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Thrivent Investment Management 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
More Advisors
- Thomas LamacchioMercer Global Advisors INC.
- Nila Mohibi, ChFCEdward Jones
- Kodie Fridley, CFPMorgan Stanley
- Tyler Holes, CFPHbks Wealth Advisors
- Nicholas Petralia, CFPLPL Financial LLC
- Richard Simpson, CFP, ChFCMoran Wealth Management, LLC