Lori
Fellows

Mercer Global Advisors Inc

CRD#5374441
Investment Advisor
in Denver, CO

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About this Advisor

Lori Fellows is a financial advisor operating out of Denver, Colorado, who has 1 year of industry experience. Fellows is an advisor for Mercer Global Advisors Inc. Fellows has gained experience at First Ohio Planning, LLC, Raymond James Financial Services, Inc, Gerber, LLC and Mercer Global Advisors. Fellows has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Ohio. Mercer Global Advisors Inc is an advisory company that has its headquarters in Denver, CO. The company has offices in 80 locations and a total of 900 employees. It handles $35 billion in assets across its 76,213 client accounts, placing it among the biggest firms in the nation 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 more than $1 million in assets. The advisory firm performs a number of services, including 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. Financial management fee schedules largely vary depending on the financial services offered. Fees billed by Mercer Global Advisors Inc likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 17Th Street Suite 500
Denver, CO 80202

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

CO Average: $2,349,664,866
Total Number of Employees

900

CO Average: 28
Total Number of Accounts

76,213

CO Average: 1,101
Average Account Size

$461,098

CO Average: $2,134,119

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

Lori Fellows Work History

Lori has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mercer Global Advisors

2019 - 2020 (1 year)

Raymond James Financial Services, Inc

2018 - 2019 (1 year)

Raymond James Financial Services, Inc

2018 - 2020 (2 years)

Gerber, LLC

2006 - 2018 (12 years)

First Ohio Planning, LLC

*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 Lori Fellows 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

Timothy Kallas
Walnut Creek, CA
James Roundy
Portland, OR
Rudolph Brandes
Denver, CO
Melissa Dresnok
Denver, CO
James Czirr
Denver, CO
Chanelle Van Pelt
Santa Barbara, CA
Li Huang
New York, NY
Justin Shane
Santa Barbara, CA

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.

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