Registered Investment Advisors (RIA)
Let Mercury show you how to grow your RIA business and better serve your clients.
Call us today at 877-842-1212. Or, if you prefer,
Nearly 50% of RIA firms that offer financial planning grew AUM at a rate of more than 30% during 2014*
* Investment Advisor Industry Report on Growth, Technology, Investment Styles and Advisory Fees survey conducted by Lexington Compliance and RIA in a Box LLC. Published September 1, 2015. Retrieved from www.riainabox.com
As an RIA, your clients come to you and your firm for guidance and investment advice to help them meet their financial goals and plans. Mercury Financial Group helps you and your clients manage ALL aspects of your client’s financial picture – not only their investment needs, but wealth planning needs as well. We enable RIAs & IAs to include sophisticated strategies as well as insurance solutions as an integral part of a comprehensive wealth plan, providing valuable leverage for wealth accumulation, wealth preservation, wealth transfer and access to liquidity.
CREATE MORE VALUE
Mercury is focused on helping RIA and IA firms expand and strengthen their service offering. Adding our expertise enables you and your advisors to provide a comprehensive model of wealth management services to your HNW clients, which provides multiple benefits to your firm, including:
Provide holistic planning
Protect your clients from outside advisors and influence
Gives you added control
Creates additional value
Opens up Intergenerational planning opportunities
Additional revenues for licensed advisors
If you are not talking to your HNW clients about advanced planning, it is likely that your competitors are.
OUR SOLUTIONS PROVIDE VALUABLE LEVERAGE
By partnering with Mercury Financial Group, our Planning Specialists can help you provide significant value in key areas of advanced planning, including:
Mercury provides solutions which address the impact of taxes by maximizing the tax efficiency of current assets and cash flow.
Your Mercury Planning Specialist will work with you to identify and facilitate the most tax-efficient method to pass assets to succeeding generations. Our solutions help ensure the maximum amount possible is transferred while minimizing taxes, providing for the liquidity needs of a potentially illiquid estate.
Our solutions can potentially help shield affluent clients’ wealth from litigation and creditors, working to limit potential risk and exposure.
Proper planning can help to maximize the effectiveness of a clients’ charitable intent by creating gifts that are far greater than would have been possible otherwise.