Mercury Advisory provides investment advisory services through a web-based platform. The firm offers a wrap fee program that bundles services together for a single fee based on the value of assets managed. Mercury's clients consist of small business entities and consumers. Clients allocate their financial resources into an investment portfolio designed to meet their financial goals within their respective investment risk tolerance, financial parameters, and liquidity needs. Mercury does not provide overall financial planning services, nor does it provide legal or tax advice.
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.