Gabriel Mercer is a registered investment advisor at Smith & Wyatt, based in College Station, TX. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 724 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith & Wyatt offers portfolio management services where they manage your investments for you. The annual fee ranges from 0.25% to 1.5% of your portfolio's value, depending on the size of your account and the custodian used. This fee is calculated each quarter based on your portfolio balance at the end of the billing period. There may be a $600 initial account setup fee, which may be waived. Fees are negotiable.
Location
511 University Dr. E, Suite 210, College Station, TX, 77840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Smith & Wyatt
State Registrations1 state
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