Sarah Pham
Sarah Pham is a CFP, ChFC-designated registered investment advisor at Mercer Global Advisors INC., based in Boulder, CO, with 15 years of industry experience. Sarah 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
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 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
Location
2595 Canyon Boulevard, Suite 320, Boulder, CO, 80302
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 ActivitiesSells Insurance
Sarah owns Hygge Solutions, LLC, a mobile notary service, and works as an insurance agent at Sarah Pham Insurance. Being an insurance agent is not investment-related.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Lido
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
First Investors Advisory Services, LLC
First Investors CorporationBroker
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.