Mercantile Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$130,177,520
Total clients
72
38% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
36
Average account size
$1,808,021
Client services
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.85% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
Account minimum: $500,000 – waived under certain circumstances Fee-only: Fee-based only, no commissions or sales fees
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Mercantile Investment Advisors
901 Indiana Ave, Suite 450
Wichita Falls TX 76301, United States
Number of offices
1
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