AS

Ashley Rose Schneider

4 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
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Advisor Information

Office location

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

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mercurio Wealth Advisors
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
November 2021 - May 2024 · 2 yrs 6 mos
Edward Jones Broker
October 2021 - May 2024 · 2 yrs 7 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Ashley Rose Schneider - Financial Advisor | AdvisorDiscover