Mercer Financial Group offers financial planning and advisory services covering income and debt, insurance, taxes, investments, retirement, and estate planning. They provide comprehensive or specialized advice, but generally suggest consulting an attorney for estate planning. Initial meetings determine the client's needs and the amount of financial work required, followed by a fee quote. Ongoing services are available on a year-to-year basis with fees that are either a fixed quarterly amount or a percentage of assets.
Fee Structure
Mercer Financial Group offers ongoing advisory services that include written updates and revisions of the initial plan, considering new economic outlook and possible changes in client objectives. Specific recommendations to implement the revised plan are provided. They monitor holdings and advise throughout the year of changes that may be warranted. The fee for ongoing service is pre-quoted and will either be a fixed annual amount or based on a percentage of assets under management.