Mercer Global Advisors Inc. is a registered investment advisor offering a wide range of financial services, including investment management, financial planning, tax planning and preparation, retirement planning, and estate planning consultation. Founded in 1985, Mercer Global Advisors manages billions in assets for individuals, families, small business owners, foundations, and endowments. The firm uses a holistic approach to wealth management, building globally diversified portfolios utilizing low-cost exchange-traded funds, mutual funds, separately managed accounts, and private investments where appropriate. Mercer Global Advisors operates through several service tiers depending on client needs, ranging from a simplified investment management option to comprehensive wealth management incorporating extensive tax, estate, and financial planning.
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.
