Form CRS (Customer Relationship Summary) is the initial mandatory, maximum 2-page document that SEC registered investment advisers such as Mercer Global Advisors (“Mercer Advisors”) must provide to retail investors (i.e., a prospective client who seeks to receive or receives services primarily for personal, family or household purposes). It addresses Mercer Global Advisors’ services, fees, conflicts of interest, and disciplinary history in plain English, helping investors compare different firms. It is delivered prior to the start of a formal relationship between Mercer Global Advisors and a prospective client. A link to Mercer Global Advisors’ Form CRS is available on the footer of this webpage or by accessing the firm search on the Investment Advisor Public Disclosure website using our CRD # 147363.
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.
