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- Company data as of 1/31/25. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.
- The scope of the services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Mercer Global Advisors, Inc. does not serve as an attorney, accountant, or insurance agent. Mercer Global Advisors, Inc. does not prepare legal documents nor does it sell securities or insurance products. If the client desires, an affiliate, representative, or unaffiliated professional/vendors in their separate registered and/or licensed capacities can be engaged to provide these and other types of services per the terms and conditions of a separate engagement, such engagements may require additional fees.