Form CRS (Client Relationship Summary) is a short, plain-language disclosure document that registered investment advisers and broker-dealers must provide to retail clients. It summarizes the firm’s services, fees, conflicts of interest, disciplinary history, and how to obtain more information. Mercer Advisors’ Form CRS is available on this page and on the SEC’s Investment Adviser Public Disclosure site. Reading it is one of the fastest ways to understand any advisor.
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.
