Yes. Mercer Advisors participates in referral programs offered by qualified custodians, including the Schwab Advisor Network and Fidelity Wealth Advisor Solutions. These programs can influence which custodians Mercer Advisors recommends — a disclosed conflict of interest. Mercer Advisors’ structural safeguards are financial parity and client choice: clients referred through these programs pay the same advisory fees as any other Mercer Advisors client, and no referred client is obligated to maintain their assets at the referring custodian. When evaluating any advisor, ask whether they participate in custodian referral programs and how that influences their custody recommendations.
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.
