Yes, in the form of standard custodial support (trading platforms, research, technology) that qualified custodians make available to registered investment advisers. Mercer Advisors does not receive commissions, revenue sharing, or direct payments from custodians for placing client assets with them. These benefits — and any potential conflict they create — are disclosed in Form ADV Part 2A. Custodial support that improves service capability is common across the RIA industry; what matters is what a firm receives, what it doesn’t, and how transparently that is disclosed.
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.
