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The firm provides the following services: ",[1010],{"type":129,"attrs":1011},{"color":12},{"type":777,"content":1013},[1014,1022,1031,1039,1048,1057],{"type":780,"content":1015},[1016],{"type":18,"content":1017},[1018],{"text":938,"type":22,"marks":1019},[1020],{"type":129,"attrs":1021},{"color":12},{"type":780,"content":1023},[1024],{"type":18,"content":1025},[1026],{"text":1027,"type":22,"marks":1028},"General financial planning ",[1029],{"type":129,"attrs":1030},{"color":12},{"type":780,"content":1032},[1033],{"type":18,"content":1034},[1035],{"text":947,"type":22,"marks":1036},[1037],{"type":129,"attrs":1038},{"color":12},{"type":780,"content":1040},[1041],{"type":18,"content":1042},[1043],{"text":1044,"type":22,"marks":1045},"Retirement planning ",[1046],{"type":129,"attrs":1047},{"color":12},{"type":780,"content":1049},[1050],{"type":18,"content":1051},[1052],{"text":1053,"type":22,"marks":1054},"Tax planning ",[1055],{"type":129,"attrs":1056},{"color":12},{"type":780,"content":1058},[1059],{"type":18,"content":1060},[1061],{"text":1062,"type":22,"marks":1063},"Family office services ",[1064],{"type":129,"attrs":1065},{"color":12},{"type":18,"content":1067},[1068],{"text":1069,"type":22,"marks":1070},"Mercer’s financial planning and investment strategies favor a long-term approach, investing in various asset classes and securities. One of its primary values is sticking to environmental, social, and governance (ESG) principles and socially responsible investing (SRI) considerations. ",[1071],{"type":129,"attrs":1072},{"color":12},{"type":764,"attrs":1074,"content":1075},{"level":766},[1076,1081],{"text":1077,"type":22,"marks":1078},"What fees can I expect from Mercer and Charles Schwab?",[1079],{"type":129,"attrs":1080},{"color":12},{"text":771,"type":22,"marks":1082},[1083],{"type":129,"attrs":1084},{"color":775},{"type":18,"content":1086},[1087],{"text":1088,"type":22,"marks":1089},"Mercer’s fees are structured so that financial professionals only receive compensation from clients for their services. They don’t earn an additional commission or receive kickbacks for recommending a specific investment product over another. This type of fee structure reduces the risk of conflicts of interest between client and advisor.  ",[1090],{"type":129,"attrs":1091},{"color":12},{"type":18,"content":1093},[1094,1099,1108],{"text":1095,"type":22,"marks":1096},"Charles Schwab is a ",[1097],{"type":129,"attrs":1098},{"color":12},{"text":1100,"type":22,"marks":1101},"fee-based advisory company",[1102,1105,1107],{"type":31,"attrs":1103},{"href":1104,"uuid":34,"anchor":34,"target":854,"linktype":36},"https://www.investopedia.com/articles/basics/04/022704.asp#:~:text=The%20term%20'fee%2Dbased',companies%20when%20they%20sell%20products.",{"type":129,"attrs":1106},{"color":12},{"type":858},{"text":1109,"type":22,"marks":1110}," that takes fees from clients. However, some Charles Schwab advisors may also be entitled to earn commissions from mutual fund companies, brokerage firms, or insurance companies when they sell their products. Charles Schwab's fee structure opens the door for a conflict of interest. ",[1111],{"type":129,"attrs":1112},{"color":12},{"type":18,"content":1114},[1115],{"text":1116,"type":22,"marks":1117},"When you employ investment firms to assist you with financial and investment planning, you may have to pay certain fees, including: ",[1118],{"type":129,"attrs":1119},{"color":12},{"type":777,"content":1121},[1122,1131,1140,1149],{"type":780,"content":1123},[1124],{"type":18,"content":1125},[1126],{"text":1127,"type":22,"marks":1128},"Trading fees ",[1129],{"type":129,"attrs":1130},{"color":12},{"type":780,"content":1132},[1133],{"type":18,"content":1134},[1135],{"text":1136,"type":22,"marks":1137},"Trading commissions ",[1138],{"type":129,"attrs":1139},{"color":12},{"type":780,"content":1141},[1142],{"type":18,"content":1143},[1144],{"text":1145,"type":22,"marks":1146},"Inactivity fees ",[1147],{"type":129,"attrs":1148},{"color":12},{"type":780,"content":1150},[1151],{"type":18,"content":1152},[1153],{"text":1154,"type":22,"marks":1155},"Non-trading fees ",[1156],{"type":129,"attrs":1157},{"color":12},{"type":18,"content":1159},[1160],{"text":1161,"type":22,"marks":1162},"Charles Schwab has a $0 account minimum and four trading platforms with no fees or trade minimums. Clients also have access to over 200 funds with investment requirements of $100 or below. ",[1163],{"type":129,"attrs":1164},{"color":12},{"type":18,"content":1166},[1167],{"text":1168,"type":22,"marks":1169},"Mercer clients pay investment management fees according to their portfolio strategies and total Assets Under Management (AUM). The minimum fee is 2% of AUM or $2,400 annually. ",[1170],{"type":129,"attrs":1171},{"color":12},{"type":764,"attrs":1173,"content":1174},{"level":766},[1175,1180],{"text":1176,"type":22,"marks":1177},"Is Mercer or Charles Schwab better?",[1178],{"type":129,"attrs":1179},{"color":12},{"text":771,"type":22,"marks":1181},[1182],{"type":129,"attrs":1183},{"color":775},{"type":18,"content":1185},[1186],{"text":1187,"type":22,"marks":1188},"While Mercer and Charles Schwab are both leading financial firms, they vary in their offerings, and each has pros and cons.  ",[1189],{"type":129,"attrs":1190},{"color":12},{"type":18,"content":1192},[1193,1199],{"text":1194,"type":22,"marks":1195},"Pros of 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2020. ",[1230],{"type":129,"attrs":1231},{"color":12},{"type":780,"content":1233},[1234],{"type":18,"content":1235},[1236],{"text":1237,"type":22,"marks":1238},"Mercer is dedicated to helping women investors achieve their unique goals, and female clients can choose to work with a woman advisor, should they prefer. ",[1239],{"type":129,"attrs":1240},{"color":12},{"type":780,"content":1242},[1243],{"type":18,"content":1244},[1245],{"text":1246,"type":22,"marks":1247},"Investment strategies are tailored to clients’ personal objectives. ",[1248],{"type":129,"attrs":1249},{"color":12},{"type":780,"content":1251},[1252],{"type":18,"content":1253},[1254],{"text":1255,"type":22,"marks":1256},"It’s a reputable brand. ",[1257],{"type":129,"attrs":1258},{"color":12},{"type":18,"content":1260},[1261,1267],{"text":1262,"type":22,"marks":1263},"Cons of Mercer",[1264,1265],{"type":38},{"type":129,"attrs":1266},{"color":12},{"text":771,"type":22,"marks":1268},[1269],{"type":129,"attrs":1270},{"color":12},{"type":777,"content":1272},[1273,1282,1291],{"type":780,"content":1274},[1275],{"type":18,"content":1276},[1277],{"text":1278,"type":22,"marks":1279},"Potential conflict of interest from employees selling insurance who are entitled to receive commissions ",[1280],{"type":129,"attrs":1281},{"color":12},{"type":780,"content":1283},[1284],{"type":18,"content":1285},[1286],{"text":1287,"type":22,"marks":1288},"There is a chance of conflicts of interest through employees selling securities who earn a commission. ",[1289],{"type":129,"attrs":1290},{"color":12},{"type":780,"content":1292},[1293],{"type":18,"content":1294},[1295],{"text":1296,"type":22,"marks":1297},"The company pays for customer referrals. ",[1298],{"type":129,"attrs":1299},{"color":12},{"type":18,"content":1301},[1302,1308],{"text":1303,"type":22,"marks":1304},"Pros of Charles Schwab",[1305,1306],{"type":38},{"type":129,"attrs":1307},{"color":12},{"text":771,"type":22,"marks":1309},[1310],{"type":129,"attrs":1311},{"color":12},{"type":777,"content":1313},[1314,1323,1332,1341,1350],{"type":780,"content":1315},[1316],{"type":18,"content":1317},[1318],{"text":1319,"type":22,"marks":1320},"It is suitable for all investor types ",[1321],{"type":129,"attrs":1322},{"color":12},{"type":780,"content":1324},[1325],{"type":18,"content":1326},[1327],{"text":1328,"type":22,"marks":1329},"No minimum account balance ",[1330],{"type":129,"attrs":1331},{"color":12},{"type":780,"content":1333},[1334],{"type":18,"content":1335},[1336],{"text":1337,"type":22,"marks":1338},"Active traders benefit from a $0 commission for ETFs and stocks. ",[1339],{"type":129,"attrs":1340},{"color":12},{"type":780,"content":1342},[1343],{"type":18,"content":1344},[1345],{"text":1346,"type":22,"marks":1347},"It offers extensive research. ",[1348],{"type":129,"attrs":1349},{"color":12},{"type":780,"content":1351},[1352],{"type":18,"content":1353},[1354],{"text":1355,"type":22,"marks":1356},"Schwab has an array of low-expense ratio funds and funds that have no transaction fees. ",[1357],{"type":129,"attrs":1358},{"color":12},{"type":18,"content":1360},[1361,1367],{"text":1362,"type":22,"marks":1363},"Cons of Charles Schwab",[1364,1365],{"type":38},{"type":129,"attrs":1366},{"color":12},{"text":771,"type":22,"marks":1368},[1369],{"type":129,"attrs":1370},{"color":12},{"type":777,"content":1372},[1373,1382,1391],{"type":780,"content":1374},[1375],{"type":18,"content":1376},[1377],{"text":1378,"type":22,"marks":1379},"It does not have a large selection of fractional shares. ",[1380],{"type":129,"attrs":1381},{"color":12},{"type":780,"content":1383},[1384],{"type":18,"content":1385},[1386],{"text":1387,"type":22,"marks":1388},"Schwab’s interest rate on uninvested cash is low. ",[1389],{"type":129,"attrs":1390},{"color":12},{"type":780,"content":1392},[1393],{"type":18,"content":1394},[1395],{"text":1396,"type":22,"marks":1397},"It has some disclosures on its SEC Form ADV. ",[1398],{"type":129,"attrs":1399},{"color":12},{"type":764,"attrs":1401,"content":1402},{"level":766},[1403,1408],{"text":1404,"type":22,"marks":1405},"Mercer or Charles Schwab: which should I choose?",[1406],{"type":129,"attrs":1407},{"color":12},{"text":771,"type":22,"marks":1409},[1410],{"type":129,"attrs":1411},{"color":775},{"type":18,"content":1413},[1414],{"text":1415,"type":22,"marks":1416},"If you’re wondering whether to go with Mercer financial services or Charles Schwab advisors, your personal needs and circumstances will be the ultimate deciding factors. However, to make an informed decision, you ask yourself the following questions: ",[1417],{"type":129,"attrs":1418},{"color":12},{"type":18,"content":1420},[1421,1426],{"text":1422,"type":22,"marks":1423},"How do Charles Schwab and Mercer remain competitive and adapt to changing market conditions?",[1424],{"type":129,"attrs":1425},{"color":12},{"text":771,"type":22,"marks":1427},[1428],{"type":129,"attrs":1429},{"color":775},{"type":18,"content":1431},[1432],{"text":1433,"type":22,"marks":1434},"Both companies must continuously innovate and adapt to meet their clients' evolving needs. This includes investing in cutting-edge technology, expanding product offerings, elevating customer service, and keeping up with industry trends and best practices. ",[1435],{"type":129,"attrs":1436},{"color":12},{"type":764,"attrs":1438,"content":1439},{"level":766},[1440,1445],{"text":1441,"type":22,"marks":1442},"Which platform provides better customer service and support?",[1443],{"type":129,"attrs":1444},{"color":12},{"text":771,"type":22,"marks":1446},[1447],{"type":129,"attrs":1448},{"color":775},{"type":18,"content":1450},[1451],{"text":1452,"type":22,"marks":1453},"Clients can reach Charles Schwab’s customer service and support systems via email, phone, in-person consultations, or live chat. They are available 24/7 and have excellent customer service reviews. ",[1454],{"type":129,"attrs":1455},{"color":12},{"type":18,"content":1457},[1458],{"text":1459,"type":22,"marks":1460},"Mercer customer service is also available by phone, email, completing the contact form on the website, or by arranging an appointment during office hours. ",[1461],{"type":129,"attrs":1462},{"color":12},{"type":764,"attrs":1464,"content":1465},{"level":766},[1466,1471],{"text":1467,"type":22,"marks":1468},"Can I access my Mercer and Charles Schwab accounts through their websites and mobile apps?",[1469],{"type":129,"attrs":1470},{"color":12},{"text":771,"type":22,"marks":1472},[1473],{"type":129,"attrs":1474},{"color":775},{"type":18,"content":1476},[1477],{"text":1478,"type":22,"marks":1479},"Both Charles Schwab and Mercer provide online access to client accounts through their respective websites and mobile apps. These allow clients to monitor their investments, view statements, access research and educational resources, and communicate with their advisors. ",[1480],{"type":129,"attrs":1481},{"color":12},{"type":764,"attrs":1483,"content":1484},{"level":766},[1485,1490],{"text":1486,"type":22,"marks":1487},"Get expert financial advice ",[1488],{"type":129,"attrs":1489},{"color":12},{"text":771,"type":22,"marks":1491},[1492],{"type":129,"attrs":1493},{"color":775},{"type":18,"content":1495},[1496],{"text":1497,"type":22,"marks":1498},"Both Charles Schwab and Mercer are large, highly reputable financial advisory firms offering a wide variety of investment and other financial services. They differ in fee structure and their investment strategies and philosophy. Selecting one or the other will depend on your personal financial objectives.  ",[1499],{"type":129,"attrs":1500},{"color":12},{"type":18,"content":1502},[1503,1508,1517],{"text":1504,"type":22,"marks":1505},"For expert financial advice, find a professional ",[1506],{"type":129,"attrs":1507},{"color":12},{"text":1509,"type":22,"marks":1510},"SEC-regulated financial advisor",[1511,1514,1516],{"type":31,"attrs":1512},{"href":1513,"uuid":34,"anchor":34,"target":854,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor?_gl=1%2af4nbz3%2a_ga%2aMTM4NDkzNjczNC4xNjk2NDkwNDk2%2a_ga_2L93GWDPD4%2aMTY5NzQ3MDMxNC40LjEuMTY5NzQ3MTA3OS43LjAuMA..",{"type":129,"attrs":1515},{"color":12},{"type":858},{"text":1518,"type":22,"marks":1519}," via Unbiased.  ",[1520],{"type":129,"attrs":1521},{"color":12},{"_uid":1523,"text":1524,"component":1525},"13089e88-e4a6-4221-8067-f9d15792d2ea","Frequently asked questions","article-subheading",{"_uid":1527,"component":1528,"accordions":1529},"fffb48ee-d644-40fb-9985-3006c7602267","app-accordion-group",[1530,1543,1555,1567,1724],{"_uid":1531,"text":1532,"title":1541,"component":1542},"3065bfb3-6899-4948-9b73-5e5c6d5e4c3f",{"type":15,"content":1533},[1534],{"type":18,"content":1535},[1536],{"text":1537,"type":22,"marks":1538},"According to Charles Schwab, the securities in your Schwab account, including fully paid stocks and bonds as well as excess margin securities, are segregated in compliance with the U.S. Securities and Exchange Commission's Customer Protection Rule.",[1539],{"type":129,"attrs":1540},{"color":131},"Are my investments at Charles Schwab safe?","app-accordion",{"_uid":1544,"text":1545,"title":1554,"component":1542},"971bd9f2-d146-4944-b531-f2de10987911",{"type":15,"content":1546},[1547],{"type":18,"content":1548},[1549],{"text":1550,"type":22,"marks":1551},"Mercer Advisors has grown significantly, from about $12 billion in assets under management (AUM) and 8,000 clients in 2017 to $46 billion in AUM and 27,500 clients today.",[1552],{"type":129,"attrs":1553},{"color":131},"How many clients do Mercer advisors have?",{"_uid":1556,"text":1557,"title":1566,"component":1542},"eb069e3a-0374-439a-97ec-15f5bd2d0bab",{"type":15,"content":1558},[1559],{"type":18,"content":1560},[1561],{"text":1562,"type":22,"marks":1563},"Mercer Advisors has been in business since 1985.",[1564],{"type":129,"attrs":1565},{"color":131},"How long have Mercer Advisors been in business?",{"_uid":1568,"text":1569,"title":1723,"component":1542},"499523a3-6d01-4083-ba67-5aec352b2f27",{"type":15,"content":1570},[1571,1589,1604,1619,1634,1650,1665,1677,1693,1708],{"type":18,"content":1572},[1573,1579,1584],{"text":1574,"type":22,"marks":1575},"We’ve compared ",[1576],{"type":129,"attrs":1577},{"color":1578},"rgb(74, 91, 107)",{"text":881,"type":22,"marks":1580},[1581,1582],{"type":38},{"type":129,"attrs":1583},{"color":12},{"text":1585,"type":22,"marks":1586}," with other financial advisor companies. Find out more here:",[1587],{"type":129,"attrs":1588},{"color":1578},{"type":18,"content":1590},[1591],{"text":1592,"type":22,"marks":1593},"Charles Schwab vs Edward Jones",[1594,1602],{"type":31,"attrs":1595},{"href":1596,"uuid":1597,"anchor":34,"target":35,"linktype":74,"story":1598},"/discover/financial-advice/charles-schwab-vs-edward-jones","4d1eda96-f93d-47f3-bc47-cfd23be4bc08",{"name":1592,"id":1599,"uuid":1597,"slug":1600,"url":1601,"full_slug":1601,"_stopResolving":558},504480580,"charles-schwab-vs-edward-jones","discover/financial-advice/charles-schwab-vs-edward-jones",{"type":129,"attrs":1603},{"color":131},{"type":18,"content":1605},[1606],{"text":1607,"type":22,"marks":1608},"Charles Schwab vs Fisher 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