Mercer Advisors’ investment professionals are paid a fixed monthly salary and can earn a performance-based bonus tied to firm-wide criteria disclosed in Form CRS: revenue retention, providing additional services to clients, and bringing in new client assets. Some financial professionals also receive stock options. This structure is a deliberate choice — bonuses are tied to how well clients are served and retained, not to which products advisors sell. When evaluating any advisor, ask what advisors are compensated for, not just how much.
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.
