Not for the investments it selects. Per Mercer Advisors’ Form CRS: “Mercer Advisors receives no compensation from any fund manager or other third-party for the sale of investments or investment products that it selects for client accounts.” Mercer Advisors’ revenue for advisory work comes only from the asset-based advisory fees clients pay directly. Separately, Mercer Advisors participates in industry-standard sponsorship, educational support, and negotiated pricing arrangements with counterparties including custodians, fund managers, and technology providers such as Schwab, Fidelity, Dimensional Fund Advisors, BlackRock, Vanguard, AQR, State Street, Orion, and National Advisors Trust Company. These arrangements are disclosed in Form ADV as a conflict of interest, and Mercer Advisors’ structural safeguard is that its use of any counterparty product in client portfolios is evaluated independently of sponsorship. When evaluating any advisor, ask both what direct compensation and what non-monetary support the firm receives from product providers.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
