Mercurio Wealth Advisors helps clients build, manage, and protect their wealth by offering investment management on a discretionary basis, consulting services on specific financial topics, and comprehensive financial planning. They use tools like Nitrogen to assess risk tolerance and partner with other advisors to provide a coordinated approach to financial goals. They may also use independent money managers to implement investment strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fee payments may be negotiated. Our employees and their family related accounts are charged a reduced fee for our services.