JH
JH

Jessica Hatcher

2 Years of Experience
Wichita Falls, TX

Jessica Hatcher is a registered investment advisor at Mercantile Investment Advisors, based in Wichita Falls, TX, with 2 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 73 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
73 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$130.2M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.85%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10M+0.50%

Account minimum $500,000 – waived under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

901 Indiana Ave, Suite 450, Wichita Falls, TX, 76301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jessica works as an investment advisor and financial advisor at Mercantile Investment Advisors. She dedicates minimal time to operations support.

Employment History
Current Registrations
Mercantile Investment Advisors
April 2023 - Present · 3 yrs
Previous Registrations
Kovar Wealth Management
December 2023 - February 2024 · 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jessica Hatcher - Financial Advisor | TrueAdvisor