William Mitchell is a registered investment advisor at Mercury Advisory, LLC, based in New York, NY. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,879 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.15% |
This fee schedule is for Entity Clients using the Mercury Treasury product. The fee is the lesser of the tiered fee or 20% of the effective federal funds rate, but never less than 0.05%. Fees are negotiable. Mercury Treasury Solutions charges 0.08% annually. Mercury Invest (for retail clients) charges 0.10% annually.
Fee Estimator
Location
New York, NY
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Mercury Advisory, LLC
State Registrations1 state
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