Advisory Account

The Advisory Account is our non-discretionary investment advisory platform. A Mercantil CIS Financial Consultant provides assistance in developing a structured investment program to attain your goals.

Who benefits?

The Advisory Account is designed for individuals who value the assistance of a specialized financial consultant in the development and implementation of a customized investment plan.

What is included?

The Advisory Account includes a thorough assessment of investment needs and constraints as well as an evaluation of risk tolerance. Results lead to a recommended portfolio that relies on time-tested principles of asset allocation and diversification. The Mercantil CIS Financial Consultant also provides guidance in the selection of portfolio components and monitors portfolio performance, advising the investor whenever a rebalancing is needed. The customer retains the final word in all investment decisions. Complete quarterly performance statements are included. Online account access is also included with all Mercantil CIS services.

How much is it going to cost?

The Advisory Account platform has a simple flat fee calculated and charged quarterly based on average assets. The fee includes advice, and all advisory and portfolio-related transaction costs. Some portfolio components may include additional fees. Fees and expenses are disclosed in advance.

The Advisory Account platform is available using standard or retirement accounts.

For more information please contact us.