Yes, and Mercer Advisors discloses this specifically. Mercer Advisors uses Orion Advisor Services for sub-advisory support (including direct indexing solutions) and receives Orion Preferred Advantage Pricing based on total client revenue earned by Orion from Mercer Advisors clients. Separately, one of Mercer Advisors’ equity owners, Genstar Capital Partners, LLC, manages private equity funds with ownership interests in Orion. Per Form ADV, these arrangements create a disclosed conflict of interest because Mercer Advisors has an economic incentive to allocate assets to Orion. When evaluating any advisor, ask whether the firm’s owners or affiliates have financial interests in the vendors, platforms, or investment managers the firm uses.
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