Joshua
Fremit
Mercer Global Advisors Inc
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About this Advisor
Joshua Fremit is a certified financial planner operating in Denver, Colorado with a total of 1 year of relevant experience. Fremit currently works for Mercer Global Advisors Inc. Their career trajectory has included roles at Equitable Advisors, LLC, University Of Colorado Boulder, Fieldworks, Millennium Harvest House Hotel, Comfort Carpet Clean, P.F. Chang'S, Fossil Ridge High School, Collindale Golf Course, Mercer Global Advisors Inc and Mariner Wealth Advisors. Fremit has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Colorado. Mercer Global Advisors Inc is a business based in Denver, CO. The firm has offices in 80 locations and a total of 900 people on staff. It handles $35 billion in assets under management between its 76,213 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 89 charitable organizations. Of its 76,213 client accounts, 34% belong to high-net-worth clients who have greater than $1 million in investable assets. Mercer Global Advisors Inc offers a number of services, such as 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. Fees charged by financial advisors usually are based on which service is offered. However, fee types billed by Mercer Global Advisors Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Joshua Fremit Work History
Joshua has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
Mariner Wealth Advisors
Mercer Global Advisors Inc
Equitable Advisors, LLC
University Of Colorado Boulder
Fieldworks
University Of Colorado Boulder
Millennium Harvest House Hotel
Comfort Carpet Clean
University Of Colorado Boulder
P.F. Chang'S
Fossil Ridge High School
Collindale Golf Course
Fossil Ridge High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Fremit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mercer Global Advisors Inc
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Atlanta, GA
Walnut Creek, CA
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Denver, CO
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Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
