No. Mercer Advisors does not set sales quotas, product-placement targets, or minimum revenue thresholds tied to specific investment products, affiliated services, or fund families for its advisors. Recommendations are based on each client’s financial plan and objectives, not on quota attainment. The absence of product-placement quotas is a structural choice that shapes how advisors spend their time and what recommendations reach clients. When evaluating any advisor, ask whether advisors carry sales quotas or product-placement targets — and how those, if they exist, could influence advice.
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.
