GP
CFP
GP
CFP

Garrett Parker

11 Years of Experience
Henderson, NV

Garrett Parker is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Henderson, NV, with 11 years of industry experience. Garrett 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
740 advisors
Number of Clients
36,172 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$84.4B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Henderson, NV

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mercer Global Advisors INC.
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Capitol Family Office, INC.
January 2021 - July 2022 · 1 yr 6 mos
Financial Advocates Investment Management
February 2018 - April 2021 · 3 yrs 2 mos
LPL Financial LLCBroker
January 2018 - March 2020 · 2 yrs 2 mos
Edward Jones
October 2017 - November 2017 · 1 mo
Edward JonesBroker
September 2017 - November 2017 · 2 mos
Fidelity Brokerage Services LLCBroker
March 2015 - July 2017 · 2 yrs 4 mos
State Registrations4 states
AZNVORWA
Advisor

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
No exam information available for this advisor.
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