Hrachya Davtyan is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Los Angeles, CA, with 12 years of industry experience. Hrachya 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
1801 Century Park East, Suite 1901, Los Angeles, CA, 90067
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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
Hrachya works as an Investment Advisor Representative at Argosy Wealth Management, providing financial planning to individuals and small businesses, dedicating nearly full-time hours to this role. Hrachya also works as a Client Advisor at Mercer Global Advisors, providing financial planning services.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Argosy Wealth Management
Mutual Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Kinecta Financial & Insurance Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
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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