General Disclosure
Mercury Invest is offered by Mercury Advisory, LLC, an SEC-registered investment adviser (“Mercury Advisory”). This communication does not constitute an offer to sell or the solicitation of an offer to buy any security. All Brokerage and Clearing services are provided by, and securities are offered through Apex Clearing Corporation, an SEC-registered broker dealer and member FINRA/SIPC. Invest accounts are not FDIC insured, are not bank deposits, and are not guaranteed by Choice Financial Group or Column N.A., and may lose value. Funds in Mercury Invest accounts are subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. Please review Mercury Advisory’s Customer Relationship Summary and ADV Wrap Fee BrochureOpens in new tab for more detail. Mercury Advisory is a wholly-owned subsidiary of Mercury Technologies, Inc.
Tax Disclosure
State tax exemption varies by state and individual tax circumstances and is based on current portfolio composition, which is subject to change. Federal taxes may apply. Investments are subject to market risk, are not FDIC insured, and you may lose principal. Consult a qualified tax advisor regarding your specific situation. Mercury does not provide tax, financial or legal advice.
Advisory Fee
An annual advisory fee of 0.10% is charged monthly, calculated on investment assets.