Mercer Global Advisors Inc
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Learn more about Mercer Global Advisors Inc
Mercer Global Advisors Inc operates as an advisory firm that has its headquarters in Denver, Colorado. It administers $35.1 billion in assets under management throughout 76,213 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). It has a large group, including 400 financial advisors. Mercer Global Advisors Inc does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like options, bonds and stocks.
Mercer Global Advisors Inc oversees 76,080 of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments are made by an investment advisor without requiring the client's permission. Mercer Global Advisors Inc also manages 133 non-discretionary accounts with a total of $242.4 million in assets. The firm oversees about $461,098 for each customer account. An average financial advisor at Mercer Global Advisors Inc administers around 191 client accounts.
The firm's central office is located at 1200 17Th Street, Denver, Colorado 80202. The company is registered to provide services to clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Mercer Global Advisors Inc by the Numbers
Products and Services
Mercer Global Advisors Inc provides multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. In the past financial year, the company provided financial planning services to 24500 of its customers. The firm does sell products or offer services other than investment advice to its customers. It is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
Offered by 6% of firms
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees for financial management depend on which services the firm provides the client. However, fee types billed by Mercer Global Advisors Inc can include any combination of the following fee types: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 21% of firms
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Offered by 32% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The firm works with a broad range of clients. Mercer Global Advisors Inc provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 76,213 clients, Mercer Global Advisors Inc's largest client by number of accounts is retail investors, although it also serves 8,577 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its accounts reside abroad.
- High-Net-Worth Individuals* - 34.07%
- Other Individuals - 62.24%
- Corporations - 3.33%
- Charitable Organizations - 0.35%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Mercer Global Advisors Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mercer Global Advisors Inc
Walnut Creek, CA
Santa Barbara, CA
New York, NY
Walnut Creek, CA
Santa Barbara, CA
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