How does the advisor help clients – Key Takeaways:
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. is a financial advisory firm that specializes in helping clients manage their assets and achieve financial goals. With a team of experienced advisors and a wide range of financial services, the firm offers personalized solutions to each individual client.
Facts and Insights
- Founded in 1985, MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. has over 35 years of experience in the financial industry.
- The firm has over $21.3 billion in assets under management (AUM), making it one of the largest independent Registered Investment Advisory (RIA) firms in the country.
- MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. has a team of over 400 advisors who are dedicated to helping clients attain their financial goals.
- The firm has been recognized by several publications and organizations, including Forbes, Barron’s, and Financial Times, for its excellence in providing financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $21.3 billion | 400+ | Over 35 years |
Financial Services Offered
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Personalized financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Educational planning
- Insurance solutions
Client Types
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. works with a diverse group of clients, including individuals, families, small businesses, and institutions. Whether you are just starting to build your wealth or have significant assets to manage, the firm has the expertise and resources to help you achieve your financial goals.
Fees & Compensation
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. is a fee-only advisory firm, which means it is compensated solely by the fees it charges its clients for the services provided. This fee structure aligns the firm’s interests with those of its clients and ensures that the recommendations made are in the client’s best interest.
The firm’s fees may differ depending on the complexity of the services provided to each client. Typically, the fees may range from 0.5% to 1.5% of the client’s AUM.
Background
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. was founded in 1985 by Marvin H. Mercer Jr., who is currently the Chairman of the Board. The firm is headquartered in Denver, Colorado, and has over 40 offices across the United States. MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. believes in putting its clients first and providing them with unbiased and transparent financial advice.
Financial Advisor Disclosures to Know
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. has a clean record with no disciplinary history, making it a reputable and trustworthy firm to work with. It is always important to research and understand the background and history of any financial advisor before entrusting them with your assets.