Mercer Advisor Management
Advisor-led planning with an institutional backbone
★ 4.7
Editor's rating (out of 5)
- ✓ Advisor-led planning
- ✓ Institutional-grade execution
- ✓ Transparent reporting
Mercer Advisor Management pairs personal advisor relationships with an institutional backbone for execution and reporting. Clients get the best of both worlds.
Advisor relationships
Advisors take the time to understand the full picture — income, family, risk tolerance — and translate that into a written plan.
Execution and reporting
Behind the advisor sits a disciplined execution and reporting operation. Reports are clean, timely and useful.
What we liked
- Written financial plans
- Timely, useful reporting
- Strong service culture
Verdict
Mercer Advisor Management is a strong fit for clients who want planning and execution to feel genuinely joined up.