Helpful guidelines

Is Mercer Advisors a good company?

Is Mercer Advisors a good company?

Mercer Global Advisors manages $19.9 billion and provides investment advisory services for 11,765 clients (1:46 advisor/client ratio)….Firm Information.

Summary Firm
Average Client Balance $1,688,900
Total AUM $19.9 billion
Fee Range Ask firm
Advisor / Client Ratio 1:46

Is Mercer Advisors fee only?

Mercer Advisors Mercer Global Advisors is a fee-only, multi-disciplinary independent Registered Investment Advisor (RIA) that provides comprehensive investment management, financial planning, and family office services, as well as in- depth tax planning, estate planning, and retirement plan design and administration.

Is Mercer Advisors a fiduciary?

As a fiduciary, we manage your wealth with the same care and diligence with which we manage our own. We understand clients entrust to us their life savings, and that no two clients are alike.

What is Part 2 of Form ADV?

Part 2 requires investment advisers to prepare narrative brochures that include plain English disclosures of the adviser’s business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers.

How many advisors does Mercer Advisors have?

Mercer Global Advisors Background The firm currently employs roughly 250 financial advisors.

Is Mercer a registered investment advisor?

Mercer Investments is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended.

Who started Mercer Advisors?

Kendrick Mercer
Mercer Advisors grew out of need we saw from our clients. Our founder, Kendrick Mercer, started the firm as a law practice focusing on estate planning for professionals and families.

How do I amend my ADV Part 2?

Amend a Brochure From the Part 2 Brochure Filing page, select the Amend radio button. And, If applicable, click the Brochure Name hyperlink to update the brochure’s name, type, and description. Upon submission of the filing, and once all completeness checks are passed, the system will prompt you to upload a new file.

What does Mercer Advisors do?

As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey …

Is Mercer a broker dealer?

Mercer Allied Company L.P. (“Mercer Allied”), an affiliate of The Ayco Company, L.P. d/b/a Goldman Sachs Ayco Personal Financial Management (“Ayco”), is a broker-dealer registered with the Securities and Exchange Commission (“SEC”) and member of the Financial Industry Regulatory Authority.