Mercantile Investment Advisors Fees & Minimum

Overview

Headquarters: Wichita Falls, TX
Total Firm Assets: $146 million
Average High-Net-Worth Client Portfolio Size: $3.9 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV PART 2 2025 (2026-04-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.00%
$500,001	$1,000,000	0.85%
$1,000,001	$2,000,000	0.75%
$2,000,001	$5,000,000	0.60%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,250	0.92%
$5 million	$34,750	0.70%
$10 million	$59,750	0.60%
$50 million	$259,750	0.52%
$100 million	$509,750	0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 74.83%
Number of High-Net-Worth Clients: 28
Total Client Accounts: 71
Discretionary Accounts: 71

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 165094

ADV PART 2 2025 (2026-04-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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