Mercury Capital Management (MCM) is a registered investment advisor providing investment management services. MCM makes all investment decisions for clients based on their individual needs, investment goals, and risk tolerance. MCM may use mutual funds, exchange traded funds, individual stocks, individual bonds, exchange traded call and put options, inverse funds or short sales or any other appropriate investment vehicle. Each portfolio is monitored continuously and each client receives monthly statements directly from Schwab Institutional.
Assets Under Management$16M
Clients72
Advisors2
Avg. per Client$220K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are generally not negotiable but certain allowances, solely at the discretion of MCM, may be made for portfolios holding individual fixed income securities or for other unique circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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