Operating since 1985 and grown largely by buying independent practices, Mercer Advisors now oversees tens of billions in client assets with offices in most states. What matters for retirees is the range kept in house: tax return preparation, estate documents drafted by staff attorneys, trust administration and insurance review sit next to portfolio management, so one team sees the whole picture. Relationships typically start in the mid six figures.
It fits households where money is tangled up with wills, trusts, a small business or property in several states, and where paying one firm beats coordinating three. Growth by acquisition has a downside: teams and procedures change after a deal closes, and the advisor a client signed with may hand the file on. Fees are percentage based and closer to the top of the range.
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