Schane Goheen is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in San Diego, CA, with 15 years of industry experience. Schane 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
9740 Appaloosa Road, Suite 150, San Diego, CA, 92131
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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
Schane is a co-owner and landlord of a rental property in Escondido, CA since 2020. He devotes minimal time to this activity, which is not investment related.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Epstein and White Financial LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Esi Financial Advisors
Equity Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
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.