DM

Donald Alan Mercurio

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
425 clients
Average Client Portfolio
$290K average
Assets Under Management
$123.2M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

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.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthCharitable Giving
Loading...

Advisor Information

Office location

9100 Shelbyville Rd., Suite 150, Louisville, KY, 40222

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2000
Settled
Other Business ActivitiesSells Insurance

Donald 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.

Employment History
Current Registrations
Mercurio Wealth Advisors
January 2017 - Present · 9 yrs
Previous Registrations
Global Financial Private Capital, LLC
July 2011 - June 2017 · 5 yrs 11 mos
First Allied Advisory Services, INC.
January 2007 - August 2011 · 4 yrs 7 mos
Ffp Advisory Services INC
June 2006 - January 2007 · 7 mos
Fsc Securities Corporation
October 2003 - June 2006 · 2 yrs 8 mos
Investacorp Advisory Services INC
October 2002 - November 2003 · 1 yr 1 mo
Linsco/private Ledger CORP.
March 2002 - September 2002 · 6 mos
State Registrations4 states
FLINKYTX
Advisor
Exams
No exam information available for this advisor.
Donald Alan Mercurio - Financial Advisor | AdvisorDiscover