Mercurio Wealth Advisors
Assets Under Management
$123.2M
Number of Clients
425
Number of Advisors
3
Average Client AUM
$290K
AUM per Advisor
$41.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mercurio Wealth Advisors manages advisory accounts on a discretionary basis, allocating assets among various securities based on client objectives. They may utilize independent third-party investment advisers. The firm offers a wrap fee program that includes transaction costs and advisory fees.
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
Location
9100 Shelbyville Rd., Suite 150, Louisville, KY, 40222