Mercor Investment Group offers investment management services, including investment strategy, security selection, asset allocation, and risk management. Clients open brokerage accounts and grant Mercor Investment Group authority to manage their investments. Mercor Investment Group may invest in various assets, including equities, debt, derivatives, and foreign securities. Investment strategies are tailored to each client's financial situation and goals. Clients can impose reasonable restrictions on investments.
Fee Structure
Mercor Investment Group charges performance-based fees, calculated annually based on a percentage of net profits generated by the client's account. This fee is only charged if the account's appreciation exceeds any prior depreciation (High-Watermark). Legacy clients are subject to an annualized management fee based on a mutually agreed percentage of the total assets under management. Mercor Investment Group does not currently accept new clients on this type of fee.