[{"data":1,"prerenderedAt":2497},["ShallowReactive",2],{"config-published":3,"i-ph:caret-down-bold":732,"i-ph:magnifying-glass":735,"i-ph:list":737,"i-ph:instagram-logo":739,"i-ph:youtube-logo":741,"i-ph:x-logo":743,"i-ph:facebook-logo":745,"i-ph:linkedin-logo":747,"discover/financial-advice/mercer-advisors-review-published":749,"i-uil:list-ul":2483,"i-ph:caret-right-bold":2486,"breadcrumbs-/discover/financial-advice/mercer-advisors-review":2488,"i-ph:caret-right":2495},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":724,"full_slug":724,"sort_by_date":34,"position":725,"tag_list":726,"is_startpage":543,"parent_id":727,"meta_data":34,"group_id":728,"first_published_at":729,"release_id":34,"lang":730,"path":34,"alternates":731,"default_full_slug":34,"translated_slugs":34},"App configuration","2022-11-24T11:24:28.448Z","2026-01-07T10:07:40.657Z","2026-01-07T10:07:40.684Z",224651377,"a6261810-1b4d-4071-a43d-805ea558bf15",{"_uid":11,"href":12,"text":12,"component":13,"advisorCTA":14,"headerMenu":41,"footerLinks":538,"loginLinkUrl":559,"advisorCTAUrl":560,"loginLinkText":12,"proHeaderMenu":561,"FooterRichText":643,"advisorCTALink":28,"advisorCTAText":644,"openInNewWindow":543,"footerLegalLinks":645,"geoWarningCTAUrl":666,"footerDisclaimer1":12,"footerDisclaimer2":667,"footerDisclaimer3":12,"footerSocialLinks":668,"geoWarningCTALink":689,"geoWarningCTAText":690,"FooterStickyBanner":691,"geoWarningCTAClose":692,"geoWarningCTATitle":693,"SpeakToAdvisorWidget":694,"newsletterSignupWidget":704},"cb57aa4d-0af2-49b3-8b8f-16521700f0a8","","app-configuration",{"type":15,"content":16},"doc",[17],{"type":18,"content":19},"paragraph",[20,27],{"text":21,"type":22,"marks":23},"Are you an adviser? ","text",[24],{"type":25,"attrs":26},"styled",{"class":12},{"text":28,"type":22,"marks":29},"Go to Unbiased Pro",[30,37,39],{"type":31,"attrs":32},"link",{"href":33,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/pro",null,"_self","url",{"type":38},"bold",{"type":25,"attrs":40},{"class":12},[42,148,269,368,440],{"CTA":43,"_uid":57,"title":58,"component":59,"overview_link":60,"main_section_links":75,"main_section_title":132,"additional_section_links":133,"additional_section_title":147},[44],{"_uid":45,"link":46,"component":56},"2298396f-4a40-4282-b5ef-f30a3b9619b8",{"type":15,"content":47},[48],{"type":18,"content":49},[50],{"text":51,"type":22,"marks":52},"Find an advisor",[53],{"type":31,"attrs":54},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor","app-link-rich","6ee9fa7a-ee9d-4a0d-b913-99f9ee1b6e05","Financial Advice","app-header-menu-item-dropdown",[61],{"_uid":62,"link":63,"component":56},"91b4e023-f3d0-49ba-9748-f63e5fac2b1f",{"type":15,"content":64},[65],{"type":18,"content":66},[67],{"text":68,"type":22,"marks":69},"All financial advice guides",[70],{"type":31,"attrs":71},{"href":72,"uuid":73,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/","34bbfdfd-544e-42d2-aebd-78a15ad88cba","story",[76,89,102,115],{"_uid":77,"link":78,"component":56},"9f8d25a8-d93c-4d4a-a4c0-a63e37483485",{"type":15,"content":79},[80],{"type":18,"content":81},[82],{"text":83,"type":22,"marks":84},"Top investment companies",[85],{"type":31,"attrs":86},{"href":87,"uuid":88,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-investment-companies","3b175b31-cbbf-48ec-8faa-9cfd540973df",{"_uid":90,"link":91,"component":56},"85fbb733-400d-421b-afaf-5d85ae69bb31",{"type":15,"content":92},[93],{"type":18,"content":94},[95],{"text":96,"type":22,"marks":97},"Top Robo-Advisors",[98],{"type":31,"attrs":99},{"href":100,"uuid":101,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-robo-advisors","f73492c0-bcc0-4243-a4de-cc85fca28178",{"_uid":103,"link":104,"component":56},"9bfc68dd-ea47-48cf-a9ae-58589bbba599",{"type":15,"content":105},[106],{"type":18,"content":107},[108],{"text":109,"type":22,"marks":110},"Top financial advisor firms",[111],{"type":31,"attrs":112},{"href":113,"uuid":114,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-financial-advisor","cd1dd08f-886e-453d-babc-4a707c50b530",{"_uid":116,"link":117,"component":56},"dea791c8-aa54-4a1b-8ac8-a7de2006036b",{"type":15,"content":118},[119],{"type":18,"content":120},[121],{"text":122,"type":22,"marks":123},"Top wealth management firms",[124,128],{"type":31,"attrs":125},{"href":126,"uuid":127,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-wealth-management-firms","b1e6000d-ed2b-4fc8-bbb2-7e803f4b512f",{"type":129,"attrs":130},"textStyle",{"color":131},"rgb(0, 0, 0)","Get help with",[134],{"_uid":135,"link":136,"component":56},"f234c95d-2ad5-4cb6-9484-4c4b31413c2f",{"type":15,"content":137},[138],{"type":18,"content":139},[140],{"text":141,"type":22,"marks":142},"Financial advisors near me",[143],{"type":31,"attrs":144},{"href":145,"uuid":146,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/find-a-financial-advisor-near-me","ecbad03f-43f9-48db-af9c-1e63b145b2d9","More resources",{"CTA":149,"_uid":160,"title":161,"component":59,"overview_link":162,"main_section_links":176,"main_section_title":132,"additional_section_links":229,"additional_section_title":147},[150],{"_uid":151,"link":152,"component":56},"8e607e09-445b-4f4c-9615-e8d266f35612",{"type":15,"content":153},[154],{"type":18,"content":155},[156],{"text":51,"type":22,"marks":157},[158],{"type":31,"attrs":159},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"85c0c112-23fe-46b2-ae32-196f05710318","Retirement",[163],{"_uid":164,"link":165,"component":56},"bbf6b9e2-609e-4a82-ab5d-5ad9d07bd1a1",{"type":15,"content":166},[167],{"type":18,"content":168},[169],{"text":170,"type":22,"marks":171},"All retirement guides",[172],{"type":31,"attrs":173},{"href":174,"uuid":175,"anchor":34,"target":35,"linktype":74},"/discover/retirement/","0580c990-ee0a-4287-ac8d-d2e4689a1051",[177,190,203,216],{"_uid":178,"link":179,"component":56},"28f1d44a-d98d-4b93-9a4f-3893950dbcc0",{"type":15,"content":180},[181],{"type":18,"content":182},[183],{"text":184,"type":22,"marks":185},"Retiring on $300K",[186],{"type":31,"attrs":187},{"href":188,"uuid":189,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-300k","73defa57-75a4-4cf8-8cf7-15ba93619e2c",{"_uid":191,"link":192,"component":56},"9872bd56-d9cb-4b13-88e5-a336f0246043",{"type":15,"content":193},[194],{"type":18,"content":195},[196],{"text":197,"type":22,"marks":198},"Retiring on $500K",[199],{"type":31,"attrs":200},{"href":201,"uuid":202,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-500k","33db366d-aae1-49e7-afdd-62751a0fbd10",{"_uid":204,"link":205,"component":56},"48b2cd52-8bf8-4fe3-9a91-835a353cacbb",{"type":15,"content":206},[207],{"type":18,"content":208},[209],{"text":210,"type":22,"marks":211},"Retiring on $800K",[212],{"type":31,"attrs":213},{"href":214,"uuid":215,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retiring-with-800k","42a16b7d-6141-4422-8909-87718b57d06d",{"_uid":217,"link":218,"component":56},"68aa3dbb-59d2-4dec-ab2c-8a74355de45d",{"type":15,"content":219},[220],{"type":18,"content":221},[222],{"text":223,"type":22,"marks":224},"Retiring on $1 million",[225],{"type":31,"attrs":226},{"href":227,"uuid":228,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-1-million","4a022cdb-ad83-4b88-ab6a-87b8e39f482e",[230,243,256],{"_uid":231,"link":232,"component":56},"544b38e5-ba7a-4b9d-b8e0-86a11eae4381",{"type":15,"content":233},[234],{"type":18,"content":235},[236],{"text":237,"type":22,"marks":238},"Retirement calculator",[239],{"type":31,"attrs":240},{"href":241,"uuid":242,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retirement-calculator","e750018f-e90c-4df6-b63a-97268dfdf93c",{"_uid":244,"link":245,"component":56},"20fc13a0-0418-4af1-a0c2-2c647dbbc39e",{"type":15,"content":246},[247],{"type":18,"content":248},[249],{"text":250,"type":22,"marks":251},"Roth IRA calculator",[252],{"type":31,"attrs":253},{"href":254,"uuid":255,"anchor":34,"target":35,"linktype":74},"/discover/retirement/roth-ira-calculator","58116e58-282b-41cd-8932-b47bebec7568",{"_uid":257,"link":258,"component":56},"5c17edab-55c5-4b48-bddd-7779f22984ec",{"type":15,"content":259},[260],{"type":18,"content":261},[262],{"text":263,"type":22,"marks":264},"What is a 401k",[265],{"type":31,"attrs":266},{"href":267,"uuid":268,"anchor":34,"target":35,"linktype":74},"/discover/investing/what-is-a-401k-and-how-does-it-work","342bd874-c9e1-426c-bba7-116d1f9665dc",{"CTA":270,"_uid":281,"title":282,"component":59,"overview_link":283,"main_section_links":297,"main_section_title":132,"additional_section_links":354,"additional_section_title":147},[271],{"_uid":272,"link":273,"component":56},"aada5723-1aa7-40fc-a2e8-a555f6d924cc",{"type":15,"content":274},[275],{"type":18,"content":276},[277],{"text":51,"type":22,"marks":278},[279],{"type":31,"attrs":280},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"495763d1-ee75-4112-9ef6-5765d8c6a6be","Investing",[284],{"_uid":285,"link":286,"component":56},"66d9a1fe-709f-46f9-9731-2f59ebccb2cc",{"type":15,"content":287},[288],{"type":18,"content":289},[290],{"text":291,"type":22,"marks":292},"All investing guides",[293],{"type":31,"attrs":294},{"href":295,"uuid":296,"anchor":34,"target":35,"linktype":74},"/discover/investing/","740d32ec-309a-43d6-902e-cb1e62bd0fe8",[298,312,326,340],{"_uid":299,"link":300,"component":56},"f2050b75-554a-4add-a9e6-8bfa544307d6",{"type":15,"content":301},[302],{"type":18,"attrs":303,"content":304},{"textAlign":34},[305],{"text":306,"type":22,"marks":307},"The best way to invest $20k",[308],{"type":31,"attrs":309},{"href":310,"uuid":311,"anchor":34,"target":35,"linktype":74},"/discover/investing/best-way-to-invest-20k","d39e5bf4-d7b4-426a-a6f2-b871031e724e",{"_uid":313,"link":314,"component":56},"2fc43030-f262-4a71-99c2-39167ce30cce",{"type":15,"content":315},[316],{"type":18,"attrs":317,"content":318},{"textAlign":34},[319],{"text":320,"type":22,"marks":321},"The best way to invest $50k",[322],{"type":31,"attrs":323},{"href":324,"uuid":325,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-50k","abac014e-4ec8-42ae-94a0-64cfdff686d5",{"_uid":327,"link":328,"component":56},"8df420ce-d8dd-4a7a-8947-50fa74ecf8e6",{"type":15,"content":329},[330],{"type":18,"attrs":331,"content":332},{"textAlign":34},[333],{"text":334,"type":22,"marks":335},"The best way to invest $100k",[336],{"type":31,"attrs":337},{"href":338,"uuid":339,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-100k","2c6b4fe9-770f-409a-93cd-791df4eb9318",{"_uid":341,"link":342,"component":56},"fed4141f-0a48-4752-9e11-7253956a4418",{"type":15,"content":343},[344],{"type":18,"attrs":345,"content":346},{"textAlign":34},[347],{"text":348,"type":22,"marks":349},"Investments that pay a monthly income",[350],{"type":31,"attrs":351},{"href":352,"uuid":353,"anchor":34,"target":35,"linktype":74},"/discover/investing/12-investments-that-pay-monthly-income","0898e500-1457-4990-be41-57a3c68d3e9f",[355],{"_uid":356,"link":357,"component":56},"ace14b44-4a28-432f-bf49-e7bd63d0bf4d",{"type":15,"content":358},[359],{"type":18,"content":360},[361],{"text":362,"type":22,"marks":363},"Compound interest calculator",[364],{"type":31,"attrs":365},{"href":366,"uuid":367,"anchor":34,"target":35,"linktype":74},"/discover/investing/compound-interest-calculator","18ece990-d9e2-4dad-8816-fdd320af3dc0",{"CTA":369,"_uid":380,"title":381,"component":59,"overview_link":382,"main_section_links":396,"main_section_title":132,"additional_section_links":439,"additional_section_title":147},[370],{"_uid":371,"link":372,"component":56},"be29d26a-051b-4ce8-984b-36035ef7a503",{"type":15,"content":373},[374],{"type":18,"content":375},[376],{"text":51,"type":22,"marks":377},[378],{"type":31,"attrs":379},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"b04c8a90-f17c-40ea-a4d5-554e8c69aa14","Banking",[383],{"_uid":384,"link":385,"component":56},"482cacd4-2995-4939-8c56-c9a74ea0236b",{"type":15,"content":386},[387],{"type":18,"content":388},[389],{"text":390,"type":22,"marks":391},"All banking guides",[392],{"type":31,"attrs":393},{"href":394,"uuid":395,"anchor":34,"target":35,"linktype":74},"/discover/banking/","d8de9283-4031-440b-be2f-01ac9349324e",[397,411,425],{"_uid":398,"link":399,"component":56},"0b07ede1-5220-4d9e-9f85-c474d743a260",{"type":15,"content":400},[401],{"type":18,"attrs":402,"content":403},{"textAlign":34},[404],{"text":405,"type":22,"marks":406},"What is private banking",[407],{"type":31,"attrs":408},{"href":409,"uuid":410,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-private-banking","b1c04c35-0a8a-4af5-ace1-672aa41f133d",{"_uid":412,"link":413,"component":56},"caa1ee0a-c417-4cfb-b3d3-025466ab1b98",{"type":15,"content":414},[415],{"type":18,"attrs":416,"content":417},{"textAlign":34},[418],{"text":419,"type":22,"marks":420},"US income breakdown",[421],{"type":31,"attrs":422},{"href":423,"uuid":424,"anchor":34,"target":35,"linktype":74},"/discover/banking/how-much-income-puts-you-in-the-top-1-5-or-10","ddda3782-1859-49a4-82ed-935303e2bec6",{"_uid":426,"link":427,"component":56},"6a0937f3-2014-431f-a77c-95e748072003",{"type":15,"content":428},[429],{"type":18,"attrs":430,"content":431},{"textAlign":34},[432],{"text":433,"type":22,"marks":434},"Cost of living in Florida",[435],{"type":31,"attrs":436},{"href":437,"uuid":438,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-the-cost-of-living-in-florida","9c970b27-4644-43af-834f-eba5f1ae136a",[],{"CTA":441,"_uid":452,"title":453,"component":59,"overview_link":454,"main_section_links":468,"main_section_title":132,"additional_section_links":525,"additional_section_title":147},[442],{"_uid":443,"link":444,"component":56},"f2cea9b3-b01d-4bbf-b18b-52a0737eaf3c",{"type":15,"content":445},[446],{"type":18,"content":447},[448],{"text":51,"type":22,"marks":449},[450],{"type":31,"attrs":451},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"a5e4b27e-1713-42d5-9597-6882a94968c0","Taxes",[455],{"_uid":456,"link":457,"component":56},"40d47d8f-3a14-4596-9d64-337daeb3fbf5",{"type":15,"content":458},[459],{"type":18,"content":460},[461],{"text":462,"type":22,"marks":463},"All tax guides",[464],{"type":31,"attrs":465},{"href":466,"uuid":467,"anchor":34,"target":35,"linktype":74},"/discover/taxes/","cff941f3-03a9-464a-b168-0d9b1eef9ce4",[469,483,497,511],{"_uid":470,"link":471,"component":56},"e366294b-be7d-47bb-b127-25b39aab3467",{"type":15,"content":472},[473],{"type":18,"attrs":474,"content":475},{"textAlign":34},[476],{"text":477,"type":22,"marks":478},"Capital gains tax for seniors",[479],{"type":31,"attrs":480},{"href":481,"uuid":482,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-exemption-for-seniors-what-does-it-mean-for-you","62ae1223-58e7-4fe8-9081-2a9d047cfb84",{"_uid":484,"link":485,"component":56},"336d1192-6b9d-4a98-8922-1877072f3003",{"type":15,"content":486},[487],{"type":18,"attrs":488,"content":489},{"textAlign":34},[490],{"text":491,"type":22,"marks":492},"Capital gains tax by state",[493],{"type":31,"attrs":494},{"href":495,"uuid":496,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-by-state","94d6ce4a-1ba6-444f-a41d-4ae541b99b79",{"_uid":498,"link":499,"component":56},"7450de66-1ff3-447c-b191-1f75166a6046",{"type":15,"content":500},[501],{"type":18,"attrs":502,"content":503},{"textAlign":34},[504],{"text":505,"type":22,"marks":506},"Understanding capital gains tax",[507],{"type":31,"attrs":508},{"href":509,"uuid":510,"anchor":34,"target":35,"linktype":74},"/discover/retirement/how-much-is-capital-gains-tax","8442c69d-4c88-4d2e-8fa4-08275191bab0",{"_uid":512,"link":513,"component":56},"8050ded3-889f-43b0-92b3-30adad9ac076",{"type":15,"content":514},[515],{"type":18,"attrs":516,"content":517},{"textAlign":34},[518],{"text":519,"type":22,"marks":520},"Tax in Washington",[521],{"type":31,"attrs":522},{"href":523,"uuid":524,"anchor":34,"target":35,"linktype":74},"/discover/taxes/washington-tax-guide","2462451b-7f16-4364-8471-f78939478e7e",[526],{"_uid":527,"link":528,"component":56},"b11dcfe9-a823-4859-8965-d32bab7873e9",{"type":15,"content":529},[530],{"type":18,"content":531},[532],{"text":533,"type":22,"marks":534},"Capital Gains Tax Calculator",[535],{"type":31,"attrs":536},{"href":537,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/taxes/capital-gains-tax-calculator",[539,544,546,548,550,554],{"_uid":540,"href":174,"text":541,"component":542,"openInNewWindow":543},"4654e725-33d3-4fa3-8917-b2a73f05752c"," Retirement","app-link",false,{"_uid":545,"href":295,"text":282,"component":542,"openInNewWindow":543},"3e1f2e86-310c-4ee1-be2b-c9100443d53f",{"_uid":547,"href":394,"text":381,"component":542,"openInNewWindow":543},"fa006314-3e85-43c3-9267-bb87f84a1ebc",{"_uid":549,"href":466,"text":453,"component":542,"openInNewWindow":543},"9d69eda3-6dcc-49fb-a519-f61cb97a40ff",{"_uid":551,"href":552,"text":553,"component":542,"openInNewWindow":543},"ecf272f5-571f-41aa-a069-75c81ec617e8","/discover/insurance/","Insurance",{"_uid":555,"href":556,"text":557,"component":542,"openInNewWindow":558},"0acdc588-18e3-4e41-872b-1d528d985164","/about-us","About us",true,"https://v2.unbiased.com/consumer/login","/pro",[562,575,589,603,617,630],{"_uid":563,"link":564,"component":56},"72cfe613-7b21-4cc0-acbf-66a38dab3eee",{"type":15,"content":565},[566],{"type":18,"content":567},[568],{"text":569,"type":22,"marks":570},"Pricing",[571],{"type":31,"attrs":572},{"href":573,"uuid":34,"anchor":34,"custom":574,"target":35,"linktype":36},"https://www.unbiased.com/pages/pricing",{},{"_uid":576,"link":577,"component":56},"cb14e1ca-f377-41ec-b053-b97ef2aeb42f",{"type":15,"content":578},[579],{"type":18,"content":580},[581],{"text":582,"type":22,"marks":583},"Business Growth",[584],{"type":31,"attrs":585},{"href":586,"uuid":587,"anchor":34,"custom":588,"target":35,"linktype":74},"/pro/discover/business-growth/","022b5ef6-975b-4f56-8d38-66f137e7901f",{},{"_uid":590,"link":591,"component":56},"6cdc93ad-5d74-4c39-9342-0ed49e309979",{"type":15,"content":592},[593],{"type":18,"content":594},[595],{"text":596,"type":22,"marks":597},"Trends & Insight",[598],{"type":31,"attrs":599},{"href":600,"uuid":601,"anchor":34,"custom":602,"target":35,"linktype":74},"/pro/discover/trends-insight/","4b364e23-68e6-4009-a852-83d5e327c796",{},{"_uid":604,"link":605,"component":56},"0404c041-e645-42fe-8932-be896a82902e",{"type":15,"content":606},[607],{"type":18,"content":608},[609],{"text":610,"type":22,"marks":611},"News",[612],{"type":31,"attrs":613},{"href":614,"uuid":615,"anchor":34,"custom":616,"target":35,"linktype":74},"/pro/discover/news/","829a2a75-d3fb-454c-a50c-c7f8212ea16b",{},{"_uid":618,"link":619,"component":56},"7f208f7d-d0f3-417c-8cc8-c135e72a8a74",{"type":15,"content":620},[621],{"type":18,"content":622},[623],{"text":624,"type":22,"marks":625},"Help",[626],{"type":31,"attrs":627},{"href":628,"uuid":34,"anchor":34,"custom":629,"target":35,"linktype":36},"https://www.unbiased.com/pages/pro/faqs",{},{"_uid":631,"link":632,"component":56},"f4ec7388-9b0f-42ef-96b0-38feb0f276e1",{"type":15,"content":633},[634],{"type":18,"content":635},[636],{"text":637,"type":22,"marks":638},"Login",[639],{"type":31,"attrs":640},{"href":641,"uuid":34,"anchor":34,"custom":642,"target":35,"linktype":36},"https://v2.unbiased.com/pro/login",{},[],"Are you an advisor?",[646,650,654,658,662],{"_uid":647,"href":648,"text":649,"component":542,"openInNewWindow":543},"5a4588d0-87e3-4ae5-963f-bd3ca35a1bf7","https://www.unbiased.com/faq","FAQ",{"_uid":651,"href":652,"text":653,"component":542,"openInNewWindow":543},"85a086a2-d420-43a6-a1e6-d8cfcc52a584","/terms-of-use","Terms of Use",{"_uid":655,"href":656,"text":657,"component":542,"openInNewWindow":543},"bd58e670-f5ff-4936-adbe-5aa73c990cdf","/privacy-policy","Privacy Policy",{"_uid":659,"href":660,"text":661,"component":542,"openInNewWindow":558},"eafa26a7-3b78-4f00-954e-f1ebc3115542","https://reports.adviserinfo.sec.gov/reports/ADV/323880/PDF/323880.pdf","Unbiased ADV",{"_uid":663,"href":664,"text":665,"component":542,"openInNewWindow":558},"2cbcf581-9d60-443b-9e63-9e95be09afad","https://reports.adviserinfo.sec.gov/crs/crs_323880.pdf","Unbiased CRS","https://www.unbiased.co.uk","Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.",[669,673,677,681,685],{"_uid":670,"href":671,"text":672,"component":542,"openInNewWindow":543},"2ca50944-e323-4559-9c46-b77eb4bce616","//www.instagram.com/unbiased.us/","Instagram",{"_uid":674,"href":675,"text":676,"component":542,"openInNewWindow":543},"278b2358-e4c6-491b-b011-425b4bd0b709","//www.youtube.com/@Unbiased","YouTube",{"_uid":678,"href":679,"text":680,"component":542,"openInNewWindow":543},"dccca61f-0426-4778-a54b-1944ab1ae71f","//twitter.com/Unbiased_us","Twitter",{"_uid":682,"href":683,"text":684,"component":542,"openInNewWindow":543},"6e6372d5-1f37-43fb-a849-8868877530c8","//www.facebook.com/unbiasedus","Facebook",{"_uid":686,"href":687,"text":688,"component":542,"openInNewWindow":558},"c3a97f2f-ee67-4516-9529-6aff38733af2","https://www.linkedin.com/showcase/unbiased.com/","LinkedIn","Go to UK site","It looks like you’re visiting from the UK. Would you like to visit our UK site?",[],"Stay on US site","You’re currently on our US site",[695],{"_uid":696,"heading":697,"cta_link":55,"cta_text":698,"component":699,"description":700,"pro_heading":701,"pro_cta_link":33,"pro_cta_text":702,"pro_description":703},"7404adca-dc5b-443e-a1b4-4c8bed2673b3","Financial advice","Match with an advisor","sidebar_cta","We’ll find a professional perfectly matched to your needs. Getting started is easy, fast and free.","Access high-quality leads in minutes with UnbiasedPro","Get perfect clients now.","If you're looking for the perfect clients we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process.",[705],{"_uid":706,"title":707,"CTAText":708,"subtitle":709,"component":710,"errorTitle":711,"description":712,"successTitle":713,"errorSubtitle":714,"successSubtitle":715,"consentCheckboxLabelText":716,"errorMesageFirstNameError":717,"consentCheckboxLabelLinkURL":656,"consentCheckboxLabelLinkText":718,"errorMessageRequiredFieldEmail":719,"errorMessageIncorrectEmailFormat":720,"errorMessageRequiredFieldConsent":721,"errorMessageRequiredFieldInterest":722,"errorMessageRequiredFieldFirstName":723},"8ca4fd8f-da99-489f-aa1b-fcfabdd8b7e3","Get the latest news and tips","Sign up for email updates","Sign up for news that may impact your finances","sidebar-email-signup","Sorry, there was a technical problem","Receive the latest news, tips and guides to help you manage your finances","Thanks for signing up!","Please try again later, or email contact@unbiased.com","You should receive an email confirmation shortly.","I consent to Unbiased storing my data in accordance with their","Too many characters","privacy policy","Your email address is required","Your email address contains errors","Your consent is required","Your interest is required","Your first name is required","config",-60,[],0,"c7c18fda-2d94-4a2f-9d60-e1fee25d980a","2022-11-21T10:48:58.546Z","default",[],{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":734},256,"\u003Cpath fill=\"currentColor\" d=\"m216.49 104.49l-80 80a12 12 0 0 1-17 0l-80-80a12 12 0 0 1 17-17L128 159l71.51-71.52a12 12 0 0 1 17 17Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":736},"\u003Cpath fill=\"currentColor\" d=\"m229.66 218.34l-50.07-50.06a88.11 88.11 0 1 0-11.31 11.31l50.06 50.07a8 8 0 0 0 11.32-11.32M40 112a72 72 0 1 1 72 72a72.08 72.08 0 0 1-72-72\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":738},"\u003Cpath fill=\"currentColor\" d=\"M224 128a8 8 0 0 1-8 8H40a8 8 0 0 1 0-16h176a8 8 0 0 1 8 8M40 72h176a8 8 0 0 0 0-16H40a8 8 0 0 0 0 16m176 112H40a8 8 0 0 0 0 16h176a8 8 0 0 0 0-16\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":740},"\u003Cpath fill=\"currentColor\" d=\"M128 80a48 48 0 1 0 48 48a48.05 48.05 0 0 0-48-48m0 80a32 32 0 1 1 32-32a32 32 0 0 1-32 32m48-136H80a56.06 56.06 0 0 0-56 56v96a56.06 56.06 0 0 0 56 56h96a56.06 56.06 0 0 0 56-56V80a56.06 56.06 0 0 0-56-56m40 152a40 40 0 0 1-40 40H80a40 40 0 0 1-40-40V80a40 40 0 0 1 40-40h96a40 40 0 0 1 40 40ZM192 76a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":742},"\u003Cpath fill=\"currentColor\" d=\"m164.44 121.34l-48-32A8 8 0 0 0 104 96v64a8 8 0 0 0 12.44 6.66l48-32a8 8 0 0 0 0-13.32M120 145.05V111l25.58 17Zm114.33-75.53a24 24 0 0 0-14.49-16.4C185.56 39.88 131 40 128 40s-57.56-.12-91.84 13.12a24 24 0 0 0-14.49 16.4C19.08 79.5 16 97.74 16 128s3.08 48.5 5.67 58.48a24 24 0 0 0 14.49 16.41C69 215.56 120.4 216 127.34 216h1.32c6.94 0 58.37-.44 91.18-13.11a24 24 0 0 0 14.49-16.41c2.59-10 5.67-28.22 5.67-58.48s-3.08-48.5-5.67-58.48m-15.49 113a8 8 0 0 1-4.77 5.49c-31.65 12.22-85.48 12-86 12H128c-.54 0-54.33.2-86-12a8 8 0 0 1-4.77-5.49C34.8 173.39 32 156.57 32 128s2.8-45.39 5.16-54.47A8 8 0 0 1 41.93 68c30.52-11.79 81.66-12 85.85-12h.27c.54 0 54.38-.18 86 12a8 8 0 0 1 4.77 5.49C221.2 82.61 224 99.43 224 128s-2.8 45.39-5.16 54.47Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":744},"\u003Cpath fill=\"currentColor\" d=\"m214.75 211.71l-62.6-98.38l61.77-67.95a8 8 0 0 0-11.84-10.76l-58.84 64.72l-40.49-63.63A8 8 0 0 0 96 32H48a8 8 0 0 0-6.75 12.3l62.6 98.37l-61.77 68a8 8 0 1 0 11.84 10.76l58.84-64.72l40.49 63.63A8 8 0 0 0 160 224h48a8 8 0 0 0 6.75-12.29M164.39 208L62.57 48h29l101.86 160Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":746},"\u003Cpath fill=\"currentColor\" d=\"M128 24a104 104 0 1 0 104 104A104.11 104.11 0 0 0 128 24m8 191.63V152h24a8 8 0 0 0 0-16h-24v-24a16 16 0 0 1 16-16h16a8 8 0 0 0 0-16h-16a32 32 0 0 0-32 32v24H96a8 8 0 0 0 0 16h24v63.63a88 88 0 1 1 16 0\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":748},"\u003Cpath fill=\"currentColor\" d=\"M216 24H40a16 16 0 0 0-16 16v176a16 16 0 0 0 16 16h176a16 16 0 0 0 16-16V40a16 16 0 0 0-16-16m0 192H40V40h176zM96 112v64a8 8 0 0 1-16 0v-64a8 8 0 0 1 16 0m88 28v36a8 8 0 0 1-16 0v-36a20 20 0 0 0-40 0v36a8 8 0 0 1-16 0v-64a8 8 0 0 1 15.79-1.78A36 36 0 0 1 184 140m-84-56a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"name":750,"created_at":751,"published_at":752,"updated_at":753,"id":754,"uuid":755,"content":756,"slug":2475,"full_slug":2476,"sort_by_date":34,"position":2477,"tag_list":2478,"is_startpage":543,"parent_id":2479,"meta_data":34,"group_id":2480,"first_published_at":2481,"release_id":34,"lang":730,"path":34,"alternates":2482,"default_full_slug":34,"translated_slugs":34},"Mercer Advisors review","2025-09-17T11:07:14.598Z","2026-03-07T15:18:40.787Z","2026-03-07T15:18:40.820Z",91822631352241,"445d6d6d-75d8-4592-ad7b-1b74f2dad610",{"_uid":757,"body":758,"hero":2353,"author":2374,"series":12,"sidebar":2399,"hide_cta":543,"metatags":2466,"reviewer":12,"component":2470,"updatedAt":12,"series_order":12,"bottom_banner":2471,"fullWidthMode":543,"subcategories":2472,"hideEmbeddedMF":543,"hide_pro_banner":543,"intro_paragraph":2473,"series_dropdown":543,"intro_subheading":12,"series_navigation":558,"table_of_contents":558,"outgrow_calculator":2474,"series_dropdown_label":12,"hide_email_signup_widget":558,"show_compound_calculator":543,"show_roth_ira_calculator":543,"show_footer_sticky_banner":543,"show_retirement_calculator":543,"show_capital_gains_calculator":543},"4e6549e4-670a-4c57-9cd6-12bf4da6131b",[759,791,1090,1379,1550,2248],{"_uid":760,"data":761,"component":790},"932f708a-692a-4c10-9bc2-8b0b51fd5815",{"type":15,"content":762},[763,774,780,785],{"type":764,"attrs":765,"content":767},"heading",{"level":766,"textAlign":34},2,[768],{"text":769,"type":22,"marks":770},"What does Mercer Advisors do?",[771],{"type":129,"attrs":772},{"color":773},"#000000",{"type":18,"attrs":775,"content":777},{"textAlign":776},"justify",[778],{"text":779,"type":22},"Mercer Advisors is a national wealth management firm that provides a wide range of integrated financial services for individuals and families.",{"type":18,"attrs":781,"content":782},{"textAlign":776},[783],{"text":784,"type":22},"Its offerings include investment management, financial planning, estate planning, insurance solutions, and tax strategy, all delivered via an in-house team. ",{"type":18,"attrs":786,"content":787},{"textAlign":776},[788],{"text":789,"type":22},"Each client works with a dedicated advisor who draws on specialists across many disciplines to create a comprehensive financial plan. This allows Mercer to function as a single access point for clients seeking to manage multiple aspects of their financial lives in one place. ","article-rich-text",{"_uid":792,"body":793,"image":1078,"title":1083,"cta_link":1084,"cta_text":1085,"component":1086,"background":1087,"description":1088,"cta_description":1089},"57dc232f-447f-4630-bc16-46efcba88f9f",[794,881],{"_uid":795,"data":796,"component":880},"459faf49-ea11-42f9-92a4-a006e3a2e18a",{"type":15,"content":797},[798,805,810,819,827,836,844,851,856,863,868,875],{"type":18,"attrs":799,"content":800},{"textAlign":34},[801],{"text":802,"type":22,"marks":803},"Assets Under Management:",[804],{"type":38},{"type":18,"attrs":806,"content":807},{"textAlign":34},[808],{"text":809,"type":22},"$72 billion",{"type":18,"attrs":811,"content":812},{"textAlign":34},[813],{"text":814,"type":22,"marks":815},"Number of advisors:",[816,818],{"type":129,"attrs":817},{"color":773},{"type":38},{"type":18,"attrs":820,"content":821},{"textAlign":34},[822],{"text":823,"type":22,"marks":824},"1,500",[825],{"type":129,"attrs":826},{"color":773},{"type":18,"attrs":828,"content":829},{"textAlign":34},[830],{"text":831,"type":22,"marks":832},"Time in business:",[833,835],{"type":129,"attrs":834},{"color":773},{"type":38},{"type":18,"attrs":837,"content":838},{"textAlign":34},[839],{"text":840,"type":22,"marks":841},"1985",[842],{"type":129,"attrs":843},{"color":773},{"type":18,"attrs":845,"content":846},{"textAlign":34},[847],{"text":848,"type":22,"marks":849},"Fee:",[850],{"type":38},{"type":18,"attrs":852,"content":853},{"textAlign":34},[854],{"text":855,"type":22},"0.5% – 1.1%",{"type":18,"attrs":857,"content":858},{"textAlign":34},[859],{"text":860,"type":22,"marks":861},"Fee Structure:",[862],{"type":38},{"type":18,"attrs":864,"content":865},{"textAlign":34},[866],{"text":867,"type":22},"Fiduciary, AUM-based fees with tiered minimums",{"type":18,"attrs":869,"content":870},{"textAlign":34},[871],{"text":872,"type":22,"marks":873},"Minimum Account Sizes:",[874],{"type":38},{"type":18,"attrs":876,"content":877},{"textAlign":34},[878],{"text":879,"type":22},"$800 – $150,000","company-summary-rich-text",{"_uid":882,"component":883,"accordions":884},"fe7de593-2e29-4e0f-9fcb-8fdf2059d439","company-summary-accordion-group",[885,937,950,1001,1041],{"_uid":886,"text":887,"title":935,"component":936},"69bdb391-db2d-4296-820c-15a41069014b",{"type":15,"content":888},[889],{"type":890,"content":891},"bullet_list",[892,899,905,911,917,923,929],{"type":893,"content":894},"list_item",[895],{"type":18,"content":896},[897],{"text":898,"type":22},"Financial planning ",{"type":893,"content":900},[901],{"type":18,"content":902},[903],{"text":904,"type":22},"Investment management",{"type":893,"content":906},[907],{"type":18,"content":908},[909],{"text":910,"type":22},"Retirement planning",{"type":893,"content":912},[913],{"type":18,"content":914},[915],{"text":916,"type":22},"Estate planning",{"type":893,"content":918},[919],{"type":18,"content":920},[921],{"text":922,"type":22},"Tax planning",{"type":893,"content":924},[925],{"type":18,"content":926},[927],{"text":928,"type":22},"Insurance solutions",{"type":893,"content":930},[931],{"type":18,"content":932},[933],{"text":934,"type":22},"Trustee services","Financial services","company-summary-accordion",{"_uid":938,"text":939,"title":949,"component":936},"7c70b4a5-2152-4445-9e34-5857e39182f2",{"type":15,"content":940},[941],{"type":18,"content":942},[943],{"text":944,"type":22,"marks":945},"Mercer takes a multifaceted approach to investment management that includes globally diverse portfolios, risk-adjusted returns, and research-based decisions.",[946],{"type":129,"attrs":947},{"color":948},"rgb(77, 81, 88)","Investing strategy",{"_uid":951,"text":952,"title":1000,"component":936},"420eb629-1e4e-4f28-bd98-78136987a859",{"type":15,"content":953},[954],{"type":890,"content":955},[956,967,978,989],{"type":893,"content":957},[958],{"type":18,"attrs":959,"content":960},{"textAlign":34},[961,965],{"text":962,"type":22,"marks":963},"Comprehensive services:",[964],{"type":38},{"text":966,"type":22}," Investment, tax, estate, and financial planning under one firm",{"type":893,"content":968},[969],{"type":18,"attrs":970,"content":971},{"textAlign":34},[972,976],{"text":973,"type":22,"marks":974},"Fiduciary standard:",[975],{"type":38},{"text":977,"type":22}," Advisors must act in clients’ best interests",{"type":893,"content":979},[980],{"type":18,"attrs":981,"content":982},{"textAlign":34},[983,987],{"text":984,"type":22,"marks":985},"Dedicated advisor model:",[986],{"type":38},{"text":988,"type":22}," Supported by in-house specialists across disciplines",{"type":893,"content":990},[991],{"type":18,"attrs":992,"content":993},{"textAlign":34},[994,998],{"text":995,"type":22,"marks":996},"National reach:",[997],{"type":38},{"text":999,"type":22}," Offices and teams available across the U.S.","Pros",{"_uid":1002,"text":1003,"title":1040,"component":936},"7e27e029-be1a-4fe3-acdf-dec707542be4",{"type":15,"content":1004},[1005],{"type":890,"content":1006},[1007,1018,1029],{"type":893,"content":1008},[1009],{"type":18,"attrs":1010,"content":1011},{"textAlign":34},[1012,1016],{"text":1013,"type":22,"marks":1014},"High minimum fees:",[1015],{"type":38},{"text":1017,"type":22}," $800–$150,000 depending on service tier",{"type":893,"content":1019},[1020],{"type":18,"attrs":1021,"content":1022},{"textAlign":34},[1023,1027],{"text":1024,"type":22,"marks":1025},"Less personalized:",[1026],{"type":38},{"text":1028,"type":22}," Large-scale firm may feel less tailored than local advisors",{"type":893,"content":1030},[1031],{"type":18,"attrs":1032,"content":1033},{"textAlign":34},[1034,1038],{"text":1035,"type":22,"marks":1036},"Not for smaller investors:",[1037],{"type":38},{"text":1039,"type":22}," Costs may outweigh value for small portfolios or DIY clients","Cons",{"_uid":1042,"text":1043,"title":1077,"component":936},"b4047da6-ed4c-4dc9-adb1-ddf13427d5fc",{"type":15,"content":1044},[1045],{"type":890,"content":1046},[1047,1057,1067],{"type":893,"content":1048},[1049],{"type":18,"attrs":1050,"content":1051},{"textAlign":34},[1052],{"text":1053,"type":22,"marks":1054},"High-Net-Worth Individuals & Families",[1055],{"type":129,"attrs":1056},{"color":12},{"type":893,"content":1058},[1059],{"type":18,"attrs":1060,"content":1061},{"textAlign":34},[1062],{"text":1063,"type":22,"marks":1064},"Comprehensive Planning Needs",[1065],{"type":129,"attrs":1066},{"color":12},{"type":893,"content":1068},[1069],{"type":18,"attrs":1070,"content":1071},{"textAlign":34},[1072],{"text":1073,"type":22,"marks":1074},"Individuals Seeking Consistent Service",[1075],{"type":129,"attrs":1076},{"color":12},"Who is Mercer best for?",{"id":1079,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1080,"copyright":12,"fieldtype":1081,"meta_data":1082,"is_external_url":543},91132718213085,"https://a.storyblok.com/f/185166/225x225/fe1340af8e/mercer-advisors.jfif","asset",{},"Mercer","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","Find a financial advisor ","company-summary-box","white","Top private wealth management firm known for its thorough and professional financial advice","Not sure if Mercer Advisors suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1091,"data":1092,"component":790},"429727f1-312d-4843-be5e-5c8083b87f58",{"type":15,"content":1093},[1094,1102,1110,1118,1126,1134,1142,1151,1215,1223,1257],{"type":764,"attrs":1095,"content":1096},{"level":766,"textAlign":776},[1097],{"text":1098,"type":22,"marks":1099},"Is Mercer Advisors a fiduciary?",[1100],{"type":129,"attrs":1101},{"color":773},{"type":18,"attrs":1103,"content":1104},{"textAlign":776},[1105],{"text":1106,"type":22,"marks":1107},"Yes, Mercer Advisors is a fiduciary, meaning its advisors are legally required to act in the best interests of their clients and to disclose any potential conflicts of interest.",[1108],{"type":129,"attrs":1109},{"color":773},{"type":764,"attrs":1111,"content":1112},{"level":766,"textAlign":34},[1113],{"text":1114,"type":22,"marks":1115},"What are the pros and cons of Mercer Advisors?",[1116],{"type":129,"attrs":1117},{"color":773},{"type":18,"attrs":1119,"content":1120},{"textAlign":34},[1121],{"text":1122,"type":22,"marks":1123},"Mercer Advisors is designed for clients who want comprehensive, advisor-led wealth management.",[1124],{"type":129,"attrs":1125},{"color":773},{"type":18,"attrs":1127,"content":1128},{"textAlign":34},[1129],{"text":1130,"type":22,"marks":1131},"It can address investment management, financial planning, estate planning, tax strategy, and other services in one place, coordinated by an advisor who consults in-house specialists.",[1132],{"type":129,"attrs":1133},{"color":773},{"type":18,"attrs":1135,"content":1136},{"textAlign":34},[1137],{"text":1138,"type":22,"marks":1139},"The firm’s fiduciary standard ensures any advice is aligned with each client’s best interests, and its nationwide presence means its services are widely accessible.",[1140],{"type":129,"attrs":1141},{"color":773},{"type":764,"attrs":1143,"content":1145},{"level":1144,"textAlign":34},3,[1146],{"text":1147,"type":22,"marks":1148},"The pros of Mercer Advisors",[1149],{"type":129,"attrs":1150},{"color":773},{"type":890,"content":1152},[1153,1169,1185,1200],{"type":893,"content":1154},[1155],{"type":18,"attrs":1156,"content":1157},{"textAlign":34},[1158,1164],{"text":1159,"type":22,"marks":1160},"Comprehensive wealth management:",[1161,1163],{"type":129,"attrs":1162},{"color":773},{"type":38},{"text":1165,"type":22,"marks":1166}," Investment, financial, tax, and estate planning are integrated under one firm.",[1167],{"type":129,"attrs":1168},{"color":773},{"type":893,"content":1170},[1171],{"type":18,"attrs":1172,"content":1173},{"textAlign":34},[1174,1180],{"text":1175,"type":22,"marks":1176},"Fiduciary commitment:",[1177,1179],{"type":129,"attrs":1178},{"color":773},{"type":38},{"text":1181,"type":22,"marks":1182}," Advisors are legally bound to act in clients’ best interests.",[1183],{"type":129,"attrs":1184},{"color":773},{"type":893,"content":1186},[1187],{"type":18,"attrs":1188,"content":1189},{"textAlign":34},[1190,1195],{"text":984,"type":22,"marks":1191},[1192,1194],{"type":129,"attrs":1193},{"color":773},{"type":38},{"text":1196,"type":22,"marks":1197}," Each client works with an advisor, who is supported by specialists in different disciplines.",[1198],{"type":129,"attrs":1199},{"color":773},{"type":893,"content":1201},[1202],{"type":18,"attrs":1203,"content":1204},{"textAlign":34},[1205,1210],{"text":995,"type":22,"marks":1206},[1207,1209],{"type":129,"attrs":1208},{"color":773},{"type":38},{"text":1211,"type":22,"marks":1212}," Mercer Advisors has a large professional team with offices across the country.",[1213],{"type":129,"attrs":1214},{"color":773},{"type":764,"attrs":1216,"content":1217},{"level":1144,"textAlign":34},[1218],{"text":1219,"type":22,"marks":1220},"The cons of Mercer Advisors",[1221],{"type":129,"attrs":1222},{"color":773},{"type":890,"content":1224},[1225,1241],{"type":893,"content":1226},[1227],{"type":18,"attrs":1228,"content":1229},{"textAlign":34},[1230,1236],{"text":1231,"type":22,"marks":1232},"Its broad focus may exceed some needs:",[1233,1235],{"type":129,"attrs":1234},{"color":773},{"type":38},{"text":1237,"type":22,"marks":1238}," Clients with straightforward finances may not require its full suite of services.",[1239],{"type":129,"attrs":1240},{"color":773},{"type":893,"content":1242},[1243],{"type":18,"attrs":1244,"content":1245},{"textAlign":34},[1246,1252],{"text":1247,"type":22,"marks":1248},"Business size:",[1249,1251],{"type":129,"attrs":1250},{"color":773},{"type":38},{"text":1253,"type":22,"marks":1254}," With a national footprint, the experience of using Mercer Advisors may feel less personalized than working with a small local advisor.",[1255],{"type":129,"attrs":1256},{"color":773},{"type":18,"attrs":1258,"content":1259},{"textAlign":34},[1260,1265,1279,1284,1298,1303,1317,1322,1336,1341,1355,1360,1374],{"text":1261,"type":22,"marks":1262},"Investors seeking alternatives to Mercer Advisors’ comprehensive, advisor‑led wealth management may also compare firms such as ",[1263],{"type":129,"attrs":1264},{"color":773},{"text":1266,"type":22,"marks":1267},"Vanguard Financial advisors",[1268,1277],{"type":31,"attrs":1269},{"href":1270,"uuid":1271,"anchor":34,"target":35,"linktype":74,"story":1272},"/discover/financial-advice/vanguard-financial-advisor","da21a691-7a56-4ba4-aa11-85287c7574f9",{"name":1273,"id":1274,"uuid":1271,"slug":1275,"url":1276,"full_slug":1276,"_stopResolving":558},"Vanguard financial advisor review",421857346,"vanguard-financial-advisor","discover/financial-advice/vanguard-financial-advisor",{"type":129,"attrs":1278},{"color":773},{"text":1280,"type":22,"marks":1281},",",[1282],{"type":129,"attrs":1283},{"color":773},{"text":1285,"type":22,"marks":1286}," Plante Moran Financial Advisors ",[1287,1296],{"type":31,"attrs":1288},{"href":1289,"uuid":1290,"anchor":34,"target":35,"linktype":74,"story":1291},"/discover/financial-advice/plante-moran-financial-advisors-review","87119207-5c56-41fd-8eac-0d53dd0ed871",{"name":1292,"id":1293,"uuid":1290,"slug":1294,"url":1295,"full_slug":1295,"_stopResolving":558},"Plante Moran Financial Advisors review",114894738308348,"plante-moran-financial-advisors-review","discover/financial-advice/plante-moran-financial-advisors-review",{"type":129,"attrs":1297},{"color":773},{"text":1299,"type":22,"marks":1300},"or ",[1301],{"type":129,"attrs":1302},{"color":773},{"text":1304,"type":22,"marks":1305},"Exencial Wealth Advisors",[1306,1315],{"type":31,"attrs":1307},{"href":1308,"uuid":1309,"anchor":34,"target":35,"linktype":74,"story":1310},"/discover/financial-advice/title-exencial-wealth-advisors-review","f917a591-3504-4bfd-bada-e8dd2d48a3e8",{"name":1311,"id":1312,"uuid":1309,"slug":1313,"url":1314,"full_slug":1314,"_stopResolving":558},"Title Exencial Wealth Advisors Review",122063014164468,"title-exencial-wealth-advisors-review","discover/financial-advice/title-exencial-wealth-advisors-review",{"type":129,"attrs":1316},{"color":773},{"text":1318,"type":22,"marks":1319},", which offer personalised planning and investment services tailored to long‑term goals. For those looking for more accessible, hybrid or lower‑cost guidance, options like ",[1320],{"type":129,"attrs":1321},{"color":773},{"text":1323,"type":22,"marks":1324},"Empower Personal Strategy,",[1325,1334],{"type":31,"attrs":1326},{"href":1327,"uuid":1328,"anchor":34,"target":35,"linktype":74,"story":1329},"/discover/financial-advice/empower-personal-strategy-review","059546e0-36af-4985-bb16-8895623c4987",{"name":1330,"id":1331,"uuid":1328,"slug":1332,"url":1333,"full_slug":1333,"_stopResolving":558},"Empower Personal Strategy Review",91481397357171,"empower-personal-strategy-review","discover/financial-advice/empower-personal-strategy-review",{"type":129,"attrs":1335},{"color":773},{"text":1337,"type":22,"marks":1338}," ",[1339],{"type":129,"attrs":1340},{"color":773},{"text":1342,"type":22,"marks":1343},"Schwab Intelligent Portfolios Premium",[1344,1353],{"type":31,"attrs":1345},{"href":1346,"uuid":1347,"anchor":34,"target":35,"linktype":74,"story":1348},"/discover/investing/schwab-intelligent-portfolio-review","b474cdc0-18a7-42d3-8b78-147a66108eaf",{"name":1349,"id":1350,"uuid":1347,"slug":1351,"url":1352,"full_slug":1352,"_stopResolving":558},"Schwab Intelligent Portfolio Review",74521050795191,"schwab-intelligent-portfolio-review","discover/investing/schwab-intelligent-portfolio-review",{"type":129,"attrs":1354},{"color":773},{"text":1356,"type":22,"marks":1357}," or ",[1358],{"type":129,"attrs":1359},{"color":773},{"text":1361,"type":22,"marks":1362},"Merrill Guided Investing",[1363,1372],{"type":31,"attrs":1364},{"href":1365,"uuid":1366,"anchor":34,"target":35,"linktype":74,"story":1367},"/discover/financial-advice/merrill-guided-investing-review","dd9171c9-da4f-4018-ad97-cf8f80d711d0",{"name":1368,"id":1369,"uuid":1366,"slug":1370,"url":1371,"full_slug":1371,"_stopResolving":558},"Merrill Guided Investing review ",90084407463027,"merrill-guided-investing-review","discover/financial-advice/merrill-guided-investing-review",{"type":129,"attrs":1373},{"color":773},{"text":1375,"type":22,"marks":1376}," provide blends of digital tools with advisor support.",[1377],{"type":129,"attrs":1378},{"color":773},{"_uid":1380,"component":1381,"accordions":1382},"3224dda4-c3d8-4476-a07e-ef6c30949b44","app-accordion-group",[1383,1502],{"_uid":1384,"text":1385,"title":1500,"component":1501},"8ef48c7a-a69d-4a65-8c5e-7ac676f34436",{"type":15,"content":1386},[1387,1405,1421,1437,1453,1469,1485],{"type":18,"content":1388},[1389,1395,1400],{"text":1390,"type":22,"marks":1391},"We’ve compared ",[1392],{"type":129,"attrs":1393},{"color":1394},"rgb(74, 91, 107)",{"text":1083,"type":22,"marks":1396},[1397,1398],{"type":38},{"type":129,"attrs":1399},{"color":12},{"text":1401,"type":22,"marks":1402}," with other financial advisor companies. Find out more here:",[1403],{"type":129,"attrs":1404},{"color":1394},{"type":18,"content":1406},[1407],{"text":1408,"type":22,"marks":1409},"Mercer vs Blackrock",[1410,1419],{"type":31,"attrs":1411},{"href":1412,"uuid":1413,"anchor":34,"target":35,"linktype":74,"story":1414},"/discover/financial-advice/blackrock-vs-mercer","6219f618-1bf5-48be-a283-63586f513126",{"name":1415,"id":1416,"uuid":1413,"slug":1417,"url":1418,"full_slug":1418,"_stopResolving":558},"Blackrock vs Mercer",504480721,"blackrock-vs-mercer","discover/financial-advice/blackrock-vs-mercer",{"type":129,"attrs":1420},{"color":1394},{"type":18,"content":1422},[1423],{"text":1424,"type":22,"marks":1425},"Mercer vs facet",[1426,1435],{"type":31,"attrs":1427},{"href":1428,"uuid":1429,"anchor":34,"target":35,"linktype":74,"story":1430},"/discover/financial-advice/facet-vs-mercer","71a9ebae-896d-48f8-b9e7-9750eb4b3eaf",{"name":1431,"id":1432,"uuid":1429,"slug":1433,"url":1434,"full_slug":1434,"_stopResolving":558},"Facet vs Mercer",504480606,"facet-vs-mercer","discover/financial-advice/facet-vs-mercer",{"type":129,"attrs":1436},{"color":1394},{"type":18,"content":1438},[1439],{"text":1440,"type":22,"marks":1441},"Mercer vs Charles Schwab",[1442,1451],{"type":31,"attrs":1443},{"href":1444,"uuid":1445,"anchor":34,"target":35,"linktype":74,"story":1446},"/discover/financial-advice/charles-schwab-vs-mercer","0ad1d471-8b9c-4e7f-9bb2-dd9691f44bba",{"name":1447,"id":1448,"uuid":1445,"slug":1449,"url":1450,"full_slug":1450,"_stopResolving":558},"Charles Schwab vs Mercer",504480603,"charles-schwab-vs-mercer","discover/financial-advice/charles-schwab-vs-mercer",{"type":129,"attrs":1452},{"color":1394},{"type":18,"content":1454},[1455],{"text":1456,"type":22,"marks":1457},"Mercer vs Fisher Investments",[1458,1467],{"type":31,"attrs":1459},{"href":1460,"uuid":1461,"anchor":34,"target":35,"linktype":74,"story":1462},"/discover/financial-advice/fisher-investments-vs-mercer","fa311bec-6dfe-4eb3-a6a9-8872f494c141",{"name":1463,"id":1464,"uuid":1461,"slug":1465,"url":1466,"full_slug":1466,"_stopResolving":558},"Fisher Investments vs Mercer",504480527,"fisher-investments-vs-mercer","discover/financial-advice/fisher-investments-vs-mercer",{"type":129,"attrs":1468},{"color":131},{"type":18,"content":1470},[1471],{"text":1472,"type":22,"marks":1473},"Mercer vs Edward Jones",[1474,1483],{"type":31,"attrs":1475},{"href":1476,"uuid":1477,"anchor":34,"target":35,"linktype":74,"story":1478},"/discover/financial-advice/edward-jones-vs-mercer","c88a4dc1-c51f-449b-8ecb-916905d0c68b",{"name":1479,"id":1480,"uuid":1477,"slug":1481,"url":1482,"full_slug":1482,"_stopResolving":558},"Edward Jones vs Mercer: what’s the difference? ",504480526,"edward-jones-vs-mercer","discover/financial-advice/edward-jones-vs-mercer",{"type":129,"attrs":1484},{"color":131},{"type":18,"content":1486},[1487],{"text":1488,"type":22,"marks":1489},"Mercer vs Vanguard",[1490,1498],{"type":31,"attrs":1491},{"href":1492,"uuid":1493,"anchor":34,"target":35,"linktype":74,"story":1494},"/discover/financial-advice/mercer-vs-vanguard","58ba915d-11eb-4f87-9fad-b09991f2f40f",{"name":1488,"id":1495,"uuid":1493,"slug":1496,"url":1497,"full_slug":1497,"_stopResolving":558},504480546,"mercer-vs-vanguard","discover/financial-advice/mercer-vs-vanguard",{"type":129,"attrs":1499},{"color":131},"How does Mercer compare to other financial advisory companies?","app-accordion",{"_uid":1503,"text":1504,"title":1549,"component":1501},"dc2a6224-69c3-4975-bff1-fb070b2513b7",{"type":15,"content":1505},[1506],{"type":18,"attrs":1507,"content":1508},{"textAlign":34},[1509,1511,1518,1520,1533,1534,1547],{"text":1510,"type":22},"Investors primarily focused on low-cost portfolio management might compare Mercer to alternatives like ",{"text":1512,"type":22,"marks":1513},"Vanguard Personal Advisor Services",[1514,1517],{"type":31,"attrs":1515},{"href":1270,"uuid":1271,"anchor":34,"target":35,"linktype":74,"story":1516},{"name":1273,"id":1274,"uuid":1271,"slug":1275,"url":1276,"full_slug":1276,"_stopResolving":558},{"type":38},{"text":1519,"type":22},", while those seeking large-scale, investment-driven strategies could look at firms such as ",{"text":1521,"type":22,"marks":1522},"Fisher Investments",[1523,1532],{"type":31,"attrs":1524},{"href":1525,"uuid":1526,"anchor":34,"target":35,"linktype":74,"story":1527},"/discover/financial-advice/fisher-investments-financial-advisor","b3fcf95a-5f84-4623-88f0-d8f4eb326b42",{"name":1528,"id":1529,"uuid":1526,"slug":1530,"url":1531,"full_slug":1531,"_stopResolving":558},"Fisher Investments financial advisor",487104759,"fisher-investments-financial-advisor","discover/financial-advice/fisher-investments-financial-advisor",{"type":38},{"text":1356,"type":22},{"text":1535,"type":22,"marks":1536},"Creative Planning",[1537,1546],{"type":31,"attrs":1538},{"href":1539,"uuid":1540,"anchor":34,"target":35,"linktype":74,"story":1541},"/discover/financial-advice/creative-planning-review","66511e14-6679-438d-a246-3a9878a25f96",{"name":1542,"id":1543,"uuid":1540,"slug":1544,"url":1545,"full_slug":1545,"_stopResolving":558},"Creative Planning Review",504480505,"creative-planning-review","discover/financial-advice/creative-planning-review",{"type":38},{"text":1548,"type":22},". Ultimately, the right choice depends on whether you want a full-service, advisor-led experience or a more streamlined, lower-cost approach.","Alternatives to Mercer Advisors",{"_uid":1551,"data":1552,"component":790},"dd61b263-8d07-4594-80a6-6dc8566a89cc",{"type":15,"content":1553},[1554,1562,1567,1572,1577,1582,1616,1621,1626,1658,1663,1668,1735,1740,1745,1807,1812,1817,1849,1857,1865,1870,1875,1884,1921,1929,1937,1955,1963,1971,2037,2045,2095,2103,2111,2119,2127,2135,2143,2151,2159,2167,2175,2180,2185,2190,2216,2224,2232,2240],{"type":764,"attrs":1555,"content":1556},{"level":766,"textAlign":34},[1557],{"text":1558,"type":22,"marks":1559},"How much does Mercer Advisors cost?",[1560],{"type":129,"attrs":1561},{"color":773},{"type":18,"attrs":1563,"content":1564},{"textAlign":776},[1565],{"text":1566,"type":22},"Mercer Advisors charges investment management fees as a percentage of assets under management (AUM), with different service levels available depending on the scope of advice.",{"type":18,"attrs":1568,"content":1569},{"textAlign":776},[1570],{"text":1571,"type":22},"Fees are billed monthly, in arrears, based on the average daily balance of managed assets.",{"type":764,"attrs":1573,"content":1574},{"level":1144,"textAlign":34},[1575],{"text":1576,"type":22},"Mercer Advisors Guided Investing",{"type":18,"attrs":1578,"content":1579},{"textAlign":34},[1580],{"text":1581,"type":22},"Guided Investing is Mercer’s most accessible program, designed for clients who want professional portfolio management without the added cost of tax, estate, or financial planning services.",{"type":890,"content":1583},[1584,1594,1605],{"type":893,"content":1585},[1586],{"type":18,"attrs":1587,"content":1588},{"textAlign":34},[1589,1592],{"text":848,"type":22,"marks":1590},[1591],{"type":38},{"text":1593,"type":22}," 1.1% on the first $1M",{"type":893,"content":1595},[1596],{"type":18,"attrs":1597,"content":1598},{"textAlign":34},[1599,1603],{"text":1600,"type":22,"marks":1601},"Minimum fee:",[1602],{"type":38},{"text":1604,"type":22}," $800",{"type":893,"content":1606},[1607],{"type":18,"attrs":1608,"content":1609},{"textAlign":34},[1610,1614],{"text":1611,"type":22,"marks":1612},"Includes:",[1613],{"type":38},{"text":1615,"type":22}," Investment management only",{"type":764,"attrs":1617,"content":1618},{"level":1144,"textAlign":34},[1619],{"text":1620,"type":22},"Mercer Advisors Wealth Path",{"type":18,"attrs":1622,"content":1623},{"textAlign":34},[1624],{"text":1625,"type":22},"Wealth Path builds on the Guided Investing tier by including broader financial planning services alongside investment management. It suits clients who need retirement or budgeting guidance but not full estate or tax planning.",{"type":890,"content":1627},[1628,1638,1648],{"type":893,"content":1629},[1630],{"type":18,"attrs":1631,"content":1632},{"textAlign":34},[1633,1636],{"text":848,"type":22,"marks":1634},[1635],{"type":38},{"text":1637,"type":22}," 1.3% on the first $1M; 1.0% on the next $1M",{"type":893,"content":1639},[1640],{"type":18,"attrs":1641,"content":1642},{"textAlign":34},[1643,1646],{"text":1600,"type":22,"marks":1644},[1645],{"type":38},{"text":1647,"type":22}," $4,000",{"type":893,"content":1649},[1650],{"type":18,"attrs":1651,"content":1652},{"textAlign":34},[1653,1656],{"text":1611,"type":22,"marks":1654},[1655],{"type":38},{"text":1657,"type":22}," Investment management + financial planning",{"type":764,"attrs":1659,"content":1660},{"level":1144,"textAlign":34},[1661],{"text":1662,"type":22},"Mercer Advisors Wealth Management",{"type":18,"attrs":1664,"content":1665},{"textAlign":34},[1666],{"text":1667,"type":22},"Wealth Management is Mercer’s comprehensive tier, integrating investment, tax, estate, and financial planning. It is designed for clients seeking a full-service, long-term approach.",{"type":890,"content":1669},[1670,1715,1725],{"type":893,"content":1671},[1672,1678],{"type":18,"attrs":1673,"content":1674},{"textAlign":34},[1675],{"text":848,"type":22,"marks":1676},[1677],{"type":38},{"type":890,"content":1679},[1680,1687,1694,1701,1708],{"type":893,"content":1681},[1682],{"type":18,"attrs":1683,"content":1684},{"textAlign":34},[1685],{"text":1686,"type":22},"1.1% on the first $1M",{"type":893,"content":1688},[1689],{"type":18,"attrs":1690,"content":1691},{"textAlign":34},[1692],{"text":1693,"type":22},"1.0% on the next $1M",{"type":893,"content":1695},[1696],{"type":18,"attrs":1697,"content":1698},{"textAlign":34},[1699],{"text":1700,"type":22},"0.9% on the next $3M",{"type":893,"content":1702},[1703],{"type":18,"attrs":1704,"content":1705},{"textAlign":34},[1706],{"text":1707,"type":22},"0.75% on the next $5M",{"type":893,"content":1709},[1710],{"type":18,"attrs":1711,"content":1712},{"textAlign":34},[1713],{"text":1714,"type":22},"0.5% above $10M",{"type":893,"content":1716},[1717],{"type":18,"attrs":1718,"content":1719},{"textAlign":34},[1720,1723],{"text":1600,"type":22,"marks":1721},[1722],{"type":38},{"text":1724,"type":22}," $10,000",{"type":893,"content":1726},[1727],{"type":18,"attrs":1728,"content":1729},{"textAlign":34},[1730,1733],{"text":1611,"type":22,"marks":1731},[1732],{"type":38},{"text":1734,"type":22}," Fully integrated wealth management services",{"type":764,"attrs":1736,"content":1737},{"level":1144,"textAlign":34},[1738],{"text":1739,"type":22},"Ascend Group",{"type":18,"attrs":1741,"content":1742},{"textAlign":34},[1743],{"text":1744,"type":22},"Ascend Group is tailored for high-net-worth clients who require advanced strategies such as generational wealth transfer, philanthropy, and business succession.",{"type":890,"content":1746},[1747,1787,1797],{"type":893,"content":1748},[1749,1755],{"type":18,"attrs":1750,"content":1751},{"textAlign":34},[1752],{"text":848,"type":22,"marks":1753},[1754],{"type":38},{"type":890,"content":1756},[1757,1763,1769,1775,1781],{"type":893,"content":1758},[1759],{"type":18,"attrs":1760,"content":1761},{"textAlign":34},[1762],{"text":1686,"type":22},{"type":893,"content":1764},[1765],{"type":18,"attrs":1766,"content":1767},{"textAlign":34},[1768],{"text":1693,"type":22},{"type":893,"content":1770},[1771],{"type":18,"attrs":1772,"content":1773},{"textAlign":34},[1774],{"text":1700,"type":22},{"type":893,"content":1776},[1777],{"type":18,"attrs":1778,"content":1779},{"textAlign":34},[1780],{"text":1707,"type":22},{"type":893,"content":1782},[1783],{"type":18,"attrs":1784,"content":1785},{"textAlign":34},[1786],{"text":1714,"type":22},{"type":893,"content":1788},[1789],{"type":18,"attrs":1790,"content":1791},{"textAlign":34},[1792,1795],{"text":1600,"type":22,"marks":1793},[1794],{"type":38},{"text":1796,"type":22}," $75,000",{"type":893,"content":1798},[1799],{"type":18,"attrs":1800,"content":1801},{"textAlign":34},[1802,1805],{"text":1611,"type":22,"marks":1803},[1804],{"type":38},{"text":1806,"type":22}," Advanced HNW strategies + full-service planning",{"type":764,"attrs":1808,"content":1809},{"level":1144,"textAlign":34},[1810],{"text":1811,"type":22},"Regis",{"type":18,"attrs":1813,"content":1814},{"textAlign":34},[1815],{"text":1816,"type":22},"Regis is Mercer’s family-office tier for ultra-high-net-worth clients with $25M+ in assets, offering fully customized solutions.",{"type":890,"content":1818},[1819,1829,1839],{"type":893,"content":1820},[1821],{"type":18,"attrs":1822,"content":1823},{"textAlign":34},[1824,1827],{"text":848,"type":22,"marks":1825},[1826],{"type":38},{"text":1828,"type":22}," Customized for $25M+ portfolios",{"type":893,"content":1830},[1831],{"type":18,"attrs":1832,"content":1833},{"textAlign":34},[1834,1837],{"text":1600,"type":22,"marks":1835},[1836],{"type":38},{"text":1838,"type":22}," $150,000",{"type":893,"content":1840},[1841],{"type":18,"attrs":1842,"content":1843},{"textAlign":34},[1844,1847],{"text":1611,"type":22,"marks":1845},[1846],{"type":38},{"text":1848,"type":22}," Family office–level advisory with estate, tax, and legacy planning",{"type":18,"attrs":1850,"content":1851},{"textAlign":776},[1852],{"text":1853,"type":22,"marks":1854},"Additional fees may apply for separately managed account (SMA) strategies, variable annuities, and third-party custodial services.",[1855],{"type":129,"attrs":1856},{"color":773},{"type":764,"attrs":1858,"content":1859},{"level":766,"textAlign":34},[1860],{"text":1861,"type":22,"marks":1862},"What is Mercer Advisors’ minimum account size?",[1863],{"type":129,"attrs":1864},{"color":773},{"type":18,"attrs":1866,"content":1867},{"textAlign":776},[1868],{"text":1869,"type":22},"Mercer Advisors does not set a minimum for opening an account.",{"type":18,"attrs":1871,"content":1872},{"textAlign":776},[1873],{"text":1874,"type":22},"Instead, each service tier has a minimum annual fee, which effectively determines the account size required to work with the firm.",{"type":18,"attrs":1876,"content":1877},{"textAlign":776},[1878],{"text":1879,"type":22,"marks":1880},"Minimum requirements by service tier:",[1881,1883],{"type":129,"attrs":1882},{"color":773},{"type":38},{"type":890,"content":1885},[1886,1893,1900,1907,1914],{"type":893,"content":1887},[1888],{"type":18,"attrs":1889,"content":1890},{"textAlign":34},[1891],{"text":1892,"type":22},"The Guided Investing program requires a minimum annual fee of $800, which applies to clients seeking investment management only.",{"type":893,"content":1894},[1895],{"type":18,"attrs":1896,"content":1897},{"textAlign":34},[1898],{"text":1899,"type":22},"The Wealth Path tier requires a minimum annual fee of $4,000, covering broader planning services in addition to investment management.",{"type":893,"content":1901},[1902],{"type":18,"attrs":1903,"content":1904},{"textAlign":34},[1905],{"text":1906,"type":22},"The Wealth Management program requires a minimum annual fee of $10,000, designed for clients who want a fully integrated set of financial services.",{"type":893,"content":1908},[1909],{"type":18,"attrs":1910,"content":1911},{"textAlign":34},[1912],{"text":1913,"type":22},"Ascend Group requires a minimum annual fee of $75,000, making it suitable for high-net-worth clients with complex financial needs.",{"type":893,"content":1915},[1916],{"type":18,"attrs":1917,"content":1918},{"textAlign":34},[1919],{"text":1920,"type":22},"Regis requires a minimum annual fee of $150,000, tailored to ultra-high-net-worth clients seeking customized family office services.",{"type":18,"attrs":1922,"content":1923},{"textAlign":776},[1924],{"text":1925,"type":22,"marks":1926},"The actual portfolio size required will vary, since the fee is tied to a percentage of AUM and the level of services chosen.",[1927],{"type":129,"attrs":1928},{"color":773},{"type":764,"attrs":1930,"content":1931},{"level":766,"textAlign":34},[1932],{"text":1933,"type":22,"marks":1934},"Who should choose Mercer Advisors?",[1935],{"type":129,"attrs":1936},{"color":773},{"type":18,"attrs":1938,"content":1939},{"textAlign":776},[1940,1945,1950],{"text":1941,"type":22,"marks":1942},"Mercer Advisors caters to a broad range of clients, especially those looking for a full-service financial planning",[1943],{"type":129,"attrs":1944},{"color":773},{"text":1337,"type":22,"marks":1946},[1947,1949],{"type":129,"attrs":1948},{"color":773},{"type":38},{"text":1951,"type":22,"marks":1952},"experience that goes far beyond investment management. ",[1953],{"type":129,"attrs":1954},{"color":773},{"type":18,"attrs":1956,"content":1957},{"textAlign":776},[1958],{"text":1959,"type":22,"marks":1960},"If you’re seeking long-term, personalized advice across multiple areas, such as estate planning, tax strategy, retirement income, and charitable giving, Mercer Advisors is worth considering.",[1961],{"type":129,"attrs":1962},{"color":773},{"type":18,"attrs":1964,"content":1965},{"textAlign":776},[1966],{"text":1967,"type":22,"marks":1968},"The following may benefit from using Mercer Advisors:",[1969],{"type":129,"attrs":1970},{"color":773},{"type":890,"content":1972},[1973,1989,2005,2021],{"type":893,"content":1974},[1975],{"type":18,"attrs":1976,"content":1977},{"textAlign":776},[1978,1984],{"text":1979,"type":22,"marks":1980},"High-net-worth individuals: ",[1981,1983],{"type":129,"attrs":1982},{"color":773},{"type":38},{"text":1985,"type":22,"marks":1986},"Mercer is designed for clients who require advanced portfolio management, generational wealth strategies, and proactive tax guidance.",[1987],{"type":129,"attrs":1988},{"color":773},{"type":893,"content":1990},[1991],{"type":18,"attrs":1992,"content":1993},{"textAlign":776},[1994,2000],{"text":1995,"type":22,"marks":1996},"Families with complex planning needs: ",[1997,1999],{"type":129,"attrs":1998},{"color":773},{"type":38},{"text":2001,"type":22,"marks":2002},"Services such as college planning, family wealth education, and legacy planning are integrated.",[2003],{"type":129,"attrs":2004},{"color":773},{"type":893,"content":2006},[2007],{"type":18,"attrs":2008,"content":2009},{"textAlign":776},[2010,2016],{"text":2011,"type":22,"marks":2012},"Business owners and professionals: ",[2013,2015],{"type":129,"attrs":2014},{"color":773},{"type":38},{"text":2017,"type":22,"marks":2018},"Mercer supports business succession planning, tax optimization, and customized retirement strategies for entrepreneurs and executives.",[2019],{"type":129,"attrs":2020},{"color":773},{"type":893,"content":2022},[2023],{"type":18,"attrs":2024,"content":2025},{"textAlign":776},[2026,2032],{"text":2027,"type":22,"marks":2028},"Clients seeking an all-in-one solution: ",[2029,2031],{"type":129,"attrs":2030},{"color":773},{"type":38},{"text":2033,"type":22,"marks":2034},"Mercer offers one of the most comprehensive financial advisory bundles on the market, including estate lawyers, tax professionals, and certified financial planners (CFPs).",[2035],{"type":129,"attrs":2036},{"color":773},{"type":18,"attrs":2038,"content":2039},{"textAlign":776},[2040],{"text":2041,"type":22,"marks":2042},"Mercer Advisors may not be right for:",[2043],{"type":129,"attrs":2044},{"color":773},{"type":890,"content":2046},[2047,2063,2079],{"type":893,"content":2048},[2049],{"type":18,"attrs":2050,"content":2051},{"textAlign":776},[2052,2058],{"text":2053,"type":22,"marks":2054},"Beginner investors or those with small portfolios:",[2055,2057],{"type":129,"attrs":2056},{"color":773},{"type":38},{"text":2059,"type":22,"marks":2060}," If you’re just starting to invest or have a small amount to begin with, the firm’s services may not be accessible.",[2061],{"type":129,"attrs":2062},{"color":773},{"type":893,"content":2064},[2065],{"type":18,"attrs":2066,"content":2067},{"textAlign":776},[2068,2074],{"text":2069,"type":22,"marks":2070},"DIY investors: ",[2071,2073],{"type":129,"attrs":2072},{"color":773},{"type":38},{"text":2075,"type":22,"marks":2076},"Individuals who prefer managing their own investments or only want digital robo-advisory tools may find Mercer’s traditional, advisor-led model too costly or intensive.",[2077],{"type":129,"attrs":2078},{"color":773},{"type":893,"content":2080},[2081],{"type":18,"attrs":2082,"content":2083},{"textAlign":776},[2084,2090],{"text":2085,"type":22,"marks":2086},"Those seeking standalone investment management: ",[2087,2089],{"type":129,"attrs":2088},{"color":773},{"type":38},{"text":2091,"type":22,"marks":2092},"As Mercer emphasizes holistic planning, it’s not geared toward clients only interested in managing a simple portfolio.",[2093],{"type":129,"attrs":2094},{"color":773},{"type":764,"attrs":2096,"content":2097},{"level":766,"textAlign":34},[2098],{"text":2099,"type":22,"marks":2100},"Mercer Advisors: Is it secure?",[2101],{"type":129,"attrs":2102},{"color":773},{"type":18,"attrs":2104,"content":2105},{"textAlign":776},[2106],{"text":2107,"type":22,"marks":2108},"Yes, Mercer Advisors is secure.",[2109],{"type":129,"attrs":2110},{"color":773},{"type":18,"attrs":2112,"content":2113},{"textAlign":776},[2114],{"text":2115,"type":22,"marks":2116},"The firm operates as a registered investment advisor (RIA) regulated by the US Securities and Exchange Commission (SEC) and adheres to fiduciary standards, meaning it must act in the best interests of its clients.",[2117],{"type":129,"attrs":2118},{"color":773},{"type":18,"attrs":2120,"content":2121},{"textAlign":776},[2122],{"text":2123,"type":22,"marks":2124},"Client assets are safeguarded by independent third-party custodians, ensuring a clear separation between advisory services and custody of funds. ",[2125],{"type":129,"attrs":2126},{"color":773},{"type":18,"attrs":2128,"content":2129},{"textAlign":776},[2130],{"text":2131,"type":22,"marks":2132},"Mercer also provides transparency through its publicly available Form ADV filings, which disclose services, fees, and business practices. These measures provides clients with many layers of legal, regulatory, and structural protection.",[2133],{"type":129,"attrs":2134},{"color":773},{"type":764,"attrs":2136,"content":2137},{"level":766,"textAlign":34},[2138],{"text":2139,"type":22,"marks":2140},"Mercer Advisors: Customer service",[2141],{"type":129,"attrs":2142},{"color":773},{"type":18,"attrs":2144,"content":2145},{"textAlign":776},[2146],{"text":2147,"type":22,"marks":2148},"Mercer Advisors’ customer service is personalized and advisor-led, with each client paired with a dedicated advisor who coordinates with in-house specialists across investment management, financial planning, tax, and estate planning services.",[2149],{"type":129,"attrs":2150},{"color":773},{"type":18,"attrs":2152,"content":2153},{"textAlign":776},[2154],{"text":2155,"type":22,"marks":2156},"This provides clients with a consistent point of contact and access to a broader professional team when needed. ",[2157],{"type":129,"attrs":2158},{"color":773},{"type":18,"attrs":2160,"content":2161},{"textAlign":776},[2162],{"text":2163,"type":22,"marks":2164},"The firm also supports clients with educational resources and ongoing communication to keep financial strategies on track.",[2165],{"type":129,"attrs":2166},{"color":773},{"type":18,"attrs":2168,"content":2169},{"textAlign":776},[2170],{"text":2171,"type":22,"marks":2172},"With a nationwide office network, Mercer delivers structured services at scale, though individual experiences may vary depending on the advisor team and location.",[2173],{"type":129,"attrs":2174},{"color":773},{"type":764,"attrs":2176,"content":2177},{"level":766,"textAlign":776},[2178],{"text":2179,"type":22},"Mercer Advisors reviews: What are real customers saying?",{"type":18,"attrs":2181,"content":2182},{"textAlign":776},[2183],{"text":2184,"type":22},"Feedback from Mercer Advisors clients is varied. On the firm’s own client reviews page, many highlight the value of having investment, tax, and estate planning services coordinated in one place, along with praise for the professionalism of its advisors. Positive experiences often mention the convenience of working with a dedicated advisor supported by in-house specialists. ",{"type":18,"attrs":2186,"content":2187},{"textAlign":776},[2188],{"text":2189,"type":22},"At the same time, Yelp reviews show that some clients have reported issues such as advisor turnover, slower response times from certain offices, and concerns about fees feeling high for smaller portfolios.",{"type":18,"attrs":2191,"content":2192},{"textAlign":776},[2193,2198,2205,2209],{"text":2194,"type":22,"marks":2195},"Source: ",[2196],{"type":2197},"italic",{"text":2199,"type":22,"marks":2200},"Mercer Advisors Client Reviews",[2201,2204],{"type":31,"attrs":2202},{"href":2203,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.merceradvisors.com/client-reviews/",{"type":2197},{"text":2206,"type":22,"marks":2207}," | ",[2208],{"type":2197},{"text":2210,"type":22,"marks":2211},"Yelp - Mercer Advisor Reviews",[2212,2215],{"type":31,"attrs":2213},{"href":2214,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.yelp.com/brands/mercer-advisors",{"type":2197},{"type":764,"attrs":2217,"content":2218},{"level":766,"textAlign":34},[2219],{"text":2220,"type":22,"marks":2221},"Is Mercer Advisors worth it?",[2222],{"type":129,"attrs":2223},{"color":773},{"type":18,"attrs":2225,"content":2226},{"textAlign":776},[2227],{"text":2228,"type":22,"marks":2229},"Mercer Advisors positions itself as a premium service for clients who want hands-on, expert guidance across all aspects of their financial life. If your priority is low-cost investing or app-based automation, other platforms may be better suited.",[2230],{"type":129,"attrs":2231},{"color":773},{"type":18,"attrs":2233,"content":2234},{"textAlign":776},[2235],{"text":2236,"type":22,"marks":2237},"But for those in search of a deep, integrated, and human-centered approach, Mercer Advisors provides a well-rounded offering backed by decades of industry experience and a wide network of specialists.",[2238],{"type":129,"attrs":2239},{"color":773},{"type":764,"attrs":2241,"content":2242},{"level":766,"textAlign":776},[2243],{"text":2244,"type":22,"marks":2245},"Frequently asked questions ",[2246,2247],{"type":38},{"type":2197},{"_uid":2249,"component":1381,"accordions":2250},"02f64acb-1165-42e0-8147-67962a1a0672",[2251,2324,2340],{"_uid":2252,"text":2253,"title":2323,"component":1501},"6a14da24-ef92-4bfb-a5f0-9af733bec3ac",{"type":15,"content":2254},[2255],{"type":890,"content":2256},[2257,2268,2279,2290,2301,2312],{"type":893,"content":2258},[2259],{"type":18,"attrs":2260,"content":2261},{"textAlign":34},[2262,2266],{"text":2263,"type":22,"marks":2264},"Fee-only fiduciary firm",[2265],{"type":38},{"text":2267,"type":22}," – advisors must act in clients’ best interests.",{"type":893,"content":2269},[2270],{"type":18,"attrs":2271,"content":2272},{"textAlign":34},[2273,2277],{"text":2274,"type":22,"marks":2275},"Comprehensive wealth management",[2276],{"type":38},{"text":2278,"type":22}," including financial planning, investment management, tax, and estate planning.",{"type":893,"content":2280},[2281],{"type":18,"attrs":2282,"content":2283},{"textAlign":34},[2284,2288],{"text":2285,"type":22,"marks":2286},"Family-office style services",[2287],{"type":38},{"text":2289,"type":22}," that manage multiple aspects of a client’s financial life in one place.",{"type":893,"content":2291},[2292],{"type":18,"attrs":2293,"content":2294},{"textAlign":34},[2295,2299],{"text":2296,"type":22,"marks":2297},"Personalised financial strategies",[2298],{"type":38},{"text":2300,"type":22}," tailored to each client’s goals and risk tolerance.",{"type":893,"content":2302},[2303],{"type":18,"attrs":2304,"content":2305},{"textAlign":34},[2306,2310],{"text":2307,"type":22,"marks":2308},"Team-based advisory approach",[2309],{"type":38},{"text":2311,"type":22}," with advisors, planners, accountants, and investment professionals working together.",{"type":893,"content":2313},[2314],{"type":18,"attrs":2315,"content":2316},{"textAlign":34},[2317,2321],{"text":2318,"type":22,"marks":2319},"Strong reputation and industry recognition",[2320],{"type":38},{"text":2322,"type":22}," as a leading U.S. wealth management firm","What are the key features of Mercer Advisors",{"_uid":2325,"text":2326,"title":2339,"component":1501},"651720a9-b282-41c4-925e-9e5b4f4c692e",{"type":15,"content":2327},[2328],{"type":18,"attrs":2329,"content":2330},{"textAlign":34},[2331,2333],{"text":2332,"type":22},"Yes, ",{"text":2334,"type":22,"marks":2335},"Mercer Global Advisors is a legitimate, large Registered Investment Advisor (RIA) managing billions in assets.",[2336],{"type":129,"attrs":2337},{"color":2338},"#0A0A0A","Is Mercer Advisors legit?",{"_uid":2341,"text":2342,"title":1098,"component":1501},"5fe687f0-f05c-43a4-a025-be51bd4e8b25",{"type":15,"content":2343},[2344],{"type":18,"attrs":2345,"content":2346},{"textAlign":34},[2347,2348],{"text":2332,"type":22},{"text":2349,"type":22,"marks":2350},"Mercer Advisors operates as a fiduciary. They are a fee-only registered investment advisor (RIA) with a legal obligation to act in their clients' best interests, placing client interests above their own.",[2351],{"type":129,"attrs":2352},{"color":2338},[2354],{"_uid":2355,"image":2356,"title":2360,"subtitle":12,"component":2373,"breadcrumbs":558},"044b500d-e962-499f-9f8f-54f1770d6e6a",{"id":2357,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2358,"copyright":12,"fieldtype":1081,"meta_data":2359,"is_external_url":543},91855704981751,"https://a.storyblok.com/f/185166/1200x628/53b8793b5f/mercer_advisors.png",{},{"type":15,"content":2361},[2362],{"type":18,"attrs":2363,"content":2364},{"textAlign":34},[2365,2371],{"text":2366,"type":22,"marks":2367},"Mercer Advisors",[2368],{"type":25,"attrs":2369},{"class":2370},"primary-gradient",{"text":2372,"type":22}," review 2026","app-hero",{"name":2375,"created_at":2376,"published_at":2377,"updated_at":2378,"id":2379,"uuid":2380,"content":2381,"slug":2391,"full_slug":2392,"sort_by_date":34,"position":2393,"tag_list":2394,"is_startpage":543,"parent_id":2395,"meta_data":34,"group_id":2396,"first_published_at":2397,"release_id":34,"lang":730,"path":34,"alternates":2398,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2382,"_uid":2383,"name":2375,"image":2384,"component":2387,"education":2388,"expertise":2389,"description":2390},"Senior Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":2385,"alt":12,"name":12,"focus":12,"title":12,"filename":2386,"copyright":12,"fieldtype":1081,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","article-author","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",-10,[],224651374,"024abff2-15a6-4099-8ba2-25c01abe42e8","2023-04-03T07:50:42.397Z",[],[2400,2419],{"_uid":2401,"list":2402,"cta_link":55,"cta_text":2403,"component":2404,"window_label":12,"window_title":2405},"91f85572-6448-4db8-b3e8-6ef08c66c463","We can connect you with an SEC-regulated financial advisor suited to meet your needs.","Find a financial advisor","app-banner",{"type":15,"content":2406},[2407],{"type":18,"content":2408},[2409,2411,2417],{"text":2410,"type":22},"Looking for a ",{"text":2412,"type":22,"marks":2413},"financial advisor",[2414],{"type":25,"attrs":2415},{"class":2416},"accent--text",{"text":2418,"type":22},"?",{"_uid":2420,"body":2421,"title":2464,"component":2465},"a738048f-1737-4a6d-940f-f2f659893b40",[2422,2426,2429,2433,2437,2441,2445,2449,2452,2456,2460],{"_uid":2423,"href":2424,"text":2425,"component":542,"openInNewWindow":558},"31d56df5-2cc0-491d-80be-376475c837ae","https://www.unbiased.com/discover/financial-advice/best-financial-advisor","Best financial advisors",{"_uid":2427,"href":2428,"text":750,"component":542,"openInNewWindow":558},"9d68d420-834b-4eb5-af31-6a7e4532e1e4","https://www.unbiased.com/discover/financial-advice/mercer-advisors-review",{"_uid":2430,"href":2431,"text":2432,"component":542,"openInNewWindow":558},"10f6045f-e9d2-4aa6-977f-12722ae0de88","https://www.unbiased.com/discover/financial-advice/mercer-vs-vanguard","Vanguard vs. Mercer",{"_uid":2434,"href":2435,"text":2436,"component":542,"openInNewWindow":558},"d7cdb162-717e-4b61-bd12-30f3be5125f5","https://www.unbiased.com/discover/financial-advice/edward-jones-vs-mercer","Edward Jones vs Mercer",{"_uid":2438,"href":2439,"text":2440,"component":542,"openInNewWindow":558},"efcaf4c0-5ce8-4a94-871f-8d176d373201","https://www.unbiased.com/discover/financial-advice/facet-vs-mercer","Mercer vs. Facet",{"_uid":2442,"href":2443,"text":2444,"component":542,"openInNewWindow":558},"40835c81-770c-4a77-a790-002dfdc77d75","https://www.unbiased.com/discover/financial-advice/fisher-investments-vs-mercer","Fisher Investments vs. Mercer",{"_uid":2446,"href":2447,"text":2448,"component":542,"openInNewWindow":543},"fbd14774-8b54-4afd-97c7-34dfe4c58dbb","https://www.unbiased.com/discover/financial-advice/fisher-investments-financial-advisor","Fisher Investments review",{"_uid":2450,"href":2451,"text":2451,"component":542,"openInNewWindow":558},"04998c06-edb3-48af-bb3e-782ae8fc5aef","Charles Schwab Vs. Mercer",{"_uid":2453,"href":2454,"text":2455,"component":542,"openInNewWindow":558},"4538090c-9399-47b8-a518-3fbdde698c54","https://www.unbiased.com/discover/financial-advice/charles-schwab-financial-advisor","Charles Schwab financial advisor review",{"_uid":2457,"href":2458,"text":2459,"component":542,"openInNewWindow":558},"b5f9f2b8-8743-461b-97d1-a5b9f8c2df3d","https://www.unbiased.com/discover/financial-advice/blackrock-vs-mercer","BlackRock vs. Mercer",{"_uid":2461,"href":2462,"text":2463,"component":542,"openInNewWindow":558},"a27efc74-2f06-4a58-ba36-e5464fcb2d00","https://www.unbiased.com/discover/financial-advice/blackrock-review","BlackRock Review","Related Articles","app-links-list",{"title":2467,"plugin":2468,"og_image":12,"og_title":12,"description":2469,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"Mercer Financial Advisors Review 2026","seo_metatags","This Mercer Advisors review explores the firm’s full range of wealth management services, including investment management, tax strategy, estate planning, and financial planning. It explains Mercer’s service tiers and fiduciary commitment while highlighting the pros and cons, who the firm is best suited for, and how it compares with other national financial advisory firms.","app-article",[],[],"This review looks at Mercer Advisors’ wealth management services, covering investment, tax, estate, and financial planning, along with its pros and cons.",[],"mercer-advisors-review","discover/financial-advice/mercer-advisors-review",-3280,[],365590167,"ee9eaee8-25b4-448f-9408-ba6426a040a5","2025-09-17T13:35:56.248Z",[],{"left":727,"top":727,"width":2484,"height":2484,"rotate":727,"vFlip":543,"hFlip":543,"body":2485},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2487},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2489,2492,2493],{"title":2490,"exact":558,"href":2491},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2494,"disabled":558},"/discover/financial-advice/mercer-advisors-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2496},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1775205499133]