Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
9100 Shelbyville Rd., Suite 150, Louisville, KY, 40222
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy is licensed under Mercurio Insurance Services, an insurance agency where advisors under the RIA are licensed to sell insurance products. This activity accounts for approximately a few hours per week during trading hours, and is expected to be the source of half of Troy's total yearly compensation.