Alec Quaid
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 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
Castle Rock, CO
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
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 Registrations3 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.
Exams
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