How does the advisor help clients – Key Takeaways:
Mercer Asset Management, Inc. is a leading financial management firm that specializes in providing expert financial advice to its clients. They offer a wide range of financial services to address the unique needs of each client and have a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Facts and Insights
Mercer Asset Management, Inc. was founded in 1998 and has been in business for over 20 years. They currently have over $1 billion in assets under management and their team of advisors has a combined experience of over 50 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Wealth preservation
- Insurance solutions
- Financial education and guidance
Client Types
Mercer Asset Management, Inc. works with a diverse range of clients, including individuals, families, businesses, and institutions. They tailor their services to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
Mercer Asset Management, Inc. operates on a fee-only basis, meaning they do not earn commissions from selling financial products. Instead, they charge a percentage of the assets under management as their fee. This ensures that their advisors are always acting in the best interest of the client and not influenced by potential commission earnings.
Background
Mercer Asset Management, Inc. was founded by John Mercer, a highly experienced and knowledgeable financial advisor. He has a strong background in investment management and financial planning and is dedicated to providing top-notch financial advice to his clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Mercer Asset Management, Inc. follows strict regulatory standards and disclosures. They always act in the best interest of their clients and never engage in any illegal or unethical activities. They also have a fiduciary duty to their clients, meaning they are legally obligated to act solely in their clients’ best interest.