“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a business management and tax services firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation, tax filing, and philanthropic planning and action plan services, are provided by Mercer Advisors Tax Services LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.
Mercer Global Advisors, Inc. is a fee-based advisory firm. The firm’s primary revenue is derived from the advisory fees we collect from client accounts each month. Mercer Advisors receives no compensation from any fund manager or other third-party for the sale of investments or investment products that it selects for client accounts. However, some services are independent of our investment advisory services and require a separate agreement and may incur a separate fee. Mercer Advisors also maintains affiliated brokerage and insurance relationships, however, fewer than ten of our advisors are dually registered and eligible to receive commissions in limited circumstances, such as trailing commissions on existing brokerage accounts. These dually registered advisors primarily service existing client accounts rather than engage in commission-based product sales.