Mercurio Wealth Advisors manages investment portfolios and offers personalized financial planning for individuals, families, and business owners. The firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, and monitors them regularly to align with each client's goals and risk tolerance. Financial planning services cover a broad range of topics, including retirement income planning, tax strategies, estate planning, charitable giving, and cash flow management. Mercurio Wealth Advisors also coordinates with outside professionals such as accountants and attorneys to ensure a comprehensive approach. The firm operates primarily on a discretionary basis, meaning they make day-to-day investment decisions on behalf of clients within agreed-upon guidelines.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees may vary based on account size, complexity, and activity, and are negotiable in certain circumstances.