Mercury Investment Group offers investment management services, focusing on demographic trends to identify investment themes. They primarily invest in large U.S. stocks, but may also use exchange-traded funds, closed-end bond funds, mutual funds, and government securities. Mercury Investment Group aims for above-market returns with market-level risk and tax efficiency. They welcome client conversations about specific needs and generally avoid investments in alcohol, gaming, or tobacco.
Assets Under Management$250M
Clients101
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be lower for larger accounts, as indicated in the client's investment contract.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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