Guides › Financial Advisor Fees
Updated September 17, 2026. Quick answer: Mercer Advisors discloses a tiered schedule starting at 1.10% in its Mercer Global Advisors Inc. Form ADV Part 2A Client Brochure (Custom Wealth / Wealth Management schedule) (March 30, 2026). Converted to dollars, that runs $15,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Mercer Advisors fee schedule 2026 (tiers)
This schedule comes from the Mercer Global Advisors Inc. Form ADV Part 2A Client Brochure (Custom Wealth / Wealth Management schedule), dated March 30, 2026, the same filing cited under Sources below.
From the Mercer Global Advisors Inc. Form ADV Part 2A Client Brochure (Custom Wealth / Wealth Management schedule) (March 30, 2026): “WEALTH MANAGEMENT TIERED ADVISORY FEES, PERCENTAGE OF ASSETS MANAGED: First $1,000,000, 1.10%; Next $1,000,000, 1.00%; Next $3,000,000, 0.90%; Next $5,000,000, 0.75%; Over $10,000,000, 0.50%. Minimum Fee, $15,000.”
- First $1,000,000: 1.10%
- Next $1,000,000: 1.00%
- Next $3,000,000: 0.90%
- Next $5,000,000: 0.75%
- Over $10,000,000: 0.50%
Minimum annual fee: $15,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $15,000 | 6.00% |
| $500,000 | $15,000 | 3.00% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $21,000 | 1.05% |
Mercer’s Custom Wealth tier carries a $15,000 annual minimum fee. The raw percentage math at $250,000, $500,000 and $1,000,000 (roughly $2,750 to $11,000) is overridden by that floor, so the actual billed fee at each of those balances is the flat $15,000 minimum; the percentage schedule only governs once assets are large enough to exceed it, which happens above $1,400,000.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Mercer Advisors’s own published rate runs $15,000 a year.
Comparing Mercer Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Mercer Global Advisors Inc. Form ADV Part 2A Client Brochure (Custom Wealth / Wealth Management schedule) (March 30, 2026): https://www.merceradvisors.com/disclosures/
- SEC Investment Adviser Public Disclosure, Mercer Global Advisors Inc. (CRD #147363): https://adviserinfo.sec.gov/firm/summary/147363
- Mercer Global Advisors Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/147363/PDF/147363.pdf
Methodology. This page was built September 17, 2026, drawing on Mercer Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Mercer Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Mercer Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Thinking about leaving Mercer Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
See how Mercer Advisors compares directly, dollar for dollar: vs Creative Planning.
Weighing whether to move ahead? Read the full Mercer Advisors review, including its fiduciary status and what it costs to leave.
See how Mercer Advisors compares directly, dollar for dollar: vs Fidelity Wealth Management, vs Edward Jones.
See how Mercer Advisors compares directly, dollar for dollar: vs SoFi Invest, vs Vanguard Personal Advisor, vs Thrivent.
See how Mercer Advisors compares directly, dollar for dollar: vs Betterment Premium, vs Charles Schwab, vs Empower Personal Wealth.
See how Mercer Advisors compares directly, dollar for dollar: vs TIAA Wealth Management, vs Buckingham Strategic Wealth, vs CAPTRUST.
See how Mercer Advisors compares directly, dollar for dollar: vs Fisher Investments, vs Savant Wealth Management, vs Wealth Enhancement Group.
See how Mercer Advisors compares directly, dollar for dollar: vs Edelman Financial Engines, vs Northwestern Mutual.
See how Mercer Advisors compares directly, dollar for dollar: vs Primerica, vs Merrill Lynch.
Comparing Mercer Advisors against other options? See Mercer Advisors alternatives, including a lower-fee full-service firm, a flat-fee route, and a robo/hybrid.
See how Mercer Advisors compares directly, dollar for dollar: vs Ameriprise, vs Baird.
See how Mercer Advisors compares directly, dollar for dollar: vs J.P. Morgan, vs Wells Fargo Advisors, vs Morgan Stanley.
Comparing what other firms charge? J.P. Morgan vs Vanguard Personal Advisor Fees: What Each Costs in Dollars at $250k, $500k, $1M lays out that firm’s published fee schedule in dollars.
Comparing what other firms charge? Kestra (Kestra Private Wealth Services / Kestra Advisory Services) Fees (2026): What You Pay in Dollars at $250k, $500k, $1M lays out that firm’s published fee schedule in dollars.
Comparing what other firms charge? Kestra (Kestra Private Wealth Services / Kestra Advisory Services) vs SoFi Invest Fees: What Each Costs in Dollars at $250k, $500k, $1M lays out that firm’s published fee schedule in dollars.
Comparing what other firms charge? Kestra (Kestra Private Wealth Services / Kestra Advisory Services) vs TIAA Wealth Management Fees: What Each Costs in Dollars at $250k, $500k, $1M lays out that firm’s published fee schedule in dollars.
Comparing what other firms charge? Lincoln Financial Advisors Fees (2026): What You Pay in Dollars at $250k, $500k, $1M lays out that firm’s published fee schedule in dollars.
Comparing what other firms charge? Lincoln Financial Advisors vs Primerica Fees: What Each Costs in Dollars at $250k, $500k, $1M lays out that firm’s published fee schedule in dollars.
Comparing what other firms charge? Lincoln Financial Advisors vs SoFi Invest Fees: What Each Costs in Dollars at $250k, $500k, $1M lays out that firm’s published fee schedule in dollars.
Comparing what other firms charge? Lincoln Financial Advisors vs Vanguard Personal Advisor Fees: What Each Costs in Dollars at $250k, $500k, $1M lays out that firm’s published fee schedule in dollars.
See how Mercer Advisors compares directly, dollar for dollar: vs MassMutual.
See how Mercer Advisors compares directly, dollar for dollar: vs Cambridge Investment Research.
See how Mercer Advisors compares directly, dollar for dollar: vs Commonwealth Financial Network.
See how Mercer Advisors compares directly, dollar for dollar: vs Cetera.
See how Mercer Advisors compares directly, dollar for dollar: vs Carson Wealth, vs Equitable Advisors, vs UBS.
See how Mercer Advisors compares directly, dollar for dollar: vs Kestra (Kestra Private Wealth Services / Kestra Advisory Services), vs Mariner Wealth Advisors, vs Osaic.