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Sara Marie Nelson

MERCER GLOBAL ADVISORS INC.·SANTA BARBARA, California
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1801 EAST CABRILLO BLVD., SANTA BARBARA, CA 93108CRD# 6319454Firm CRD# 147363
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About

Sara Marie Nelson is a registered financial advisor based in SANTA BARBARA, California, affiliated with MERCER GLOBAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MERCER GLOBAL ADVISORS INC.
MERCER GLOBAL ADVISORS INC.
AUM
$45.4B
Regulatory assets under management
Employees
1020
Total firm employees
View all advisors at MERCER GLOBAL ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6319454
Firm CRD# 147363
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sara Marie Nelson offer?
Sara Marie Nelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Sara Marie Nelson's credentials?
Sara Marie Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Marie Nelson located?
Sara Marie Nelson is based in SANTA BARBARA, California, working with MERCER GLOBAL ADVISORS INC.. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Sara Marie Nelson charge for services?
Sara Marie Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERCER GLOBAL ADVISORS INC.?
MERCER GLOBAL ADVISORS INC. has approximately 1020 employees and manages $45.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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