Mercer Global Advisors Inc
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Overview
Mercer Global Advisors Inc is located at 1200 17Th Street, Denver, CO. The firm employs 727 financial advisors to manage client portfolios and provide financial guidance. Mercer Global Advisors Inc is not a registered broker-dealer.
Mercer Global Advisors Inc oversees $45.4 billion in assets under management across 86,945 accounts, of which 86,735 are discretionary and 210 are non-discretionary. Over the past year, the firm has provided financial planning services to 15,500 clients. The services offered include 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. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees. The firm has 10,994 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.
Mercer Global Advisors Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mercer Global Advisors Inc by the Numbers
$45.4 billion
1,020
86,945
$521.6 thousand
Products and Services
Mercer Global Advisors Inc provides a variety of financial 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 fiscal year, Mercer Global Advisors Inc provided financial planning services to 15500 of its customers. The Company does sell products or offer services other than investment advisory services to its clients.
Core Advisor Services
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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.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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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.
Other Services
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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.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on the services provided. Fees charged by Mercer Global Advisors Inc likely consist of some blend of the following fee structures: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm manages money for a broad range of customers. It provides services to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Mercer Global Advisors Inc's biggest client type by number of accounts is high net worth investors, though it also serves 10994 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management 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).
- High-Net-Worth Individuals* - 38.72%
- Other Individuals - 57.6%
- Corporations - 3.25%
- Charitable Organizations - 0.43%
* 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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Disclosures
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
Wayne, PA
Portland, OR
Houston, TX
Denver, CO
Dallas, TX
Denver, CO
New York, NY
Appleton, WI
Walnut Creek, CA
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