Mercer Investments offers investment management using a multi-manager approach and investment consulting services. They assist clients with investment objectives, asset allocation, and monitoring. Mercer's clients are primarily institutions like pension plans, foundations, insurance companies, and financial intermediaries. Mercer also provides non-discretionary investment advice on executive nonqualified benefit plans.
Fee Structure
Mercer Investments' fees for investment management are calculated as a percentage of the value of your portfolio. The exact percentage is negotiated with each client and can vary based on the amount you invest, the complexity of your situation, and the services provided. In some cases, there may be a minimum annual fee. These fees do not include trustee, custody, brokerage, or mutual fund expenses.