Chris Kiesel is a CFP, ChFC-designated registered investment advisor at Mercer Global Advisors INC., based in San Diego, CA, with 5 years of industry experience. Chris 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
Contact
Chris Kiesel
Location
5348 Carroll Canyon Rd., Suite 200, San Diego, CA, 92121
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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
Chris is employed as a Senior Operations Manager and Risk Consultant with Singer Burke Zimmer and Kogan, taking up approximately 40% of his time. While Chris is a licensed insurance agent, he no longer sells insurance products or is affiliated with any insurance companies.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Glideslope Wealth Management
Sb Capital Management, INC.
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
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- Jonah Shafer, CFPMercer Global Advisors INC.