Company data as of July 31, 2021. "Client Assets Managed" includes assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to our portfolio management system. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc. Corporate Trustee services are offered through National Advisors Trust Company, the largest federally chartered trust company created by registered investment advisors for the benefit of their clients. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a whol-ly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as "co-agents" on the policies. While Mercer Global Advisors does not receive a referral fee, MAIS and the Strategic Partner each receives a percentage of the commission revenue. More information about MAIS and our Strategic Partners may be found in our Form ADV 2A. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. ©2021 Mercer Advisors Inc. All rights reserved 20210827Contact us at 888.565.1681 to discuss any wealth management needs you have.merceradvisors.comOur mission: to help clients achieve Economic FreedomTMMercer Advisors has offered comprehensive wealth management and financial planning services since 1985. As one of the country's first planning-focused independent Registered Investment Advisory firms, and one of the largest with over $32B in assets under management, we've set out on a mission to help our clients achieve what we call Economic FreedomTM. Whether you are considering a review of your investment portfolio, getting ready to retire, or in need of an estate plan, our teams are ready to help with a range of services including: Financial Planning Investment Management Tax Planning Estate Planning Insurance Solutions Corporate Trustee
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