Advisory Account is the advisory service for investors interested in establishing portfolios tailored to their needs and preferences.
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Minimum initial investment: $100,000.
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Personal attention by team of expert financial consultants.
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Assistance to determine the investor's profile and recommend a suitable portfolio.
- Income
- Income and Growth
- Growth
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Assistance in the selection of portfolio components.
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Periodic portfolio rebalancing.
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Quarterly activity and performance reports.
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Access to credit, secured by assets in investment accounts.
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Clear, detailed and comprehensive statements.
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Internet access to account holdings and activity.
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No transaction fees. Quarterly advisory fee and commission on withdrawals made during the first year.
For more information please contact your
Mercantil CIS Financial Advisor.
