Fabrice Mercier is a CFP-designated registered investment advisor at Cross Border Wealth, LLC, based in New York, NY, with 9 years of industry experience. Fabrice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 397 clients with $140M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable with each client. CBW charges a minimum monthly investment advisory fee of 100 USD for Interactive Brokers accounts and minimum quarterly investment advisory fee of 300 USD for Charles Schwab accounts.
Fee Estimator
Location
230 Park Avenue, 4th Floor West, New York, NY, 10169
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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
Fabrice manages several rental properties in Salt Lake City, Utah, Kamuela, HI, and Paris, France, and is also a manager at Mercier Food Products, a salad dressing company. These activities require minimal time commitment.
Employment History
Current Registrations
Cross Border Wealth, LLC
Previous Registrations
Devere USA INC.
State Registrations3 states
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