At Mercer Street, we believe ultra-high-net-worth financial planning services should be available to anyone, not just the wealthy. Thus, we aim to offer a level of service that is comparable to traditional wealth management firms but at a fraction of the cost. We do this by charging fees for our services on an hourly basis, so you only pay for the services
Mary F. —
For the past few years, I have relied on Mercer Streets’ expertise for sound financial planning and exceptional investment
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