Yes, Mercer Global Advisors (“Mercer Advisors”) participates in the Schwab, Fidelity, and Goldman Sachs referral programs. These custodians can refer prospective new clients to Mercer Advisors in exchange for referral fee compensation. These referral arrangements present a conflict of interest because Mercer Advisors recommends that clients establish custodial relationships with these custodians.
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.
