Dana Delance is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Schaumburg, IL, with 7 years of industry experience. Dana 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
475 North Martingale Road, Suite 300, Schaumburg, IL, 60173
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 →Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Mariner Wealth
Kovitz Investment Group Partners, LLC
Mariner Wealth Advisors
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
More Advisors
- Dominic Colletti, CFPMercer Global Advisors INC.
- Dane Sauer, CFPMercer Global Advisors INC.
- Lauren Rosberg, CFPMercer Global Advisors INC.
- Thomas Herzing, CFPMercer Global Advisors INC.
- Grace Bossert, CFPMercer Global Advisors INC.
- Ryan Linenger, CFPPlante Moran Financial Advisors