Mercurio Wealth Advisors charges a fee for investment management services, including advisory and consulting, trade entry, and account maintenance. The maximum annual advisory fee is 1.50% of assets under management. Fees are billed monthly in arrears based on the average daily balance. Fees may vary based on account size, portfolio complexity, or other agreed-upon reasons and may be negotiable. The custodian will debit fees directly from client accounts.
9100 Shelbyville Rd., Suite 150, Louisville, KY, 40222
Get directionsDonald is affiliated with Mercurio Insurance Services, an insurance agency where advisors under the RIA are licensed to sell insurance products. He spends a few hours per week on this activity, deriving 50% of his total yearly compensation from it.