Mercer Advisors does not accept payments, revenue sharing, or marketing support from unaffiliated fund managers, ETF sponsors, or investment providers in exchange for recommending their products to clients. Investment selection is based on client suitability and portfolio construction criteria, not on compensation arrangements with product providers. When evaluating any advisor, ask directly whether economic benefits — including revenue sharing, 12b-1 fees, or marketing support — flow from product providers to the firm.
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.
