Alec Quaid is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Castle Rock, CO, with 9 years of industry experience. Alec 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
Castle Rock, CO
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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 ActivitiesSells Insurance
Alec provides investment advice through Private Advisor Group, LLC, under the business names Poterack Capital Advisory, Inc. and Poterack Capital Advisory, dedicating nearly full-time hours to this activity. Alec also holds an insurance license and may recommend insurance products on a commission basis, separate from his investment advisory services, and is a board member with Colorado Financial Planning Association.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Private Advisor Group, LLC
Novem Group
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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