Donald Mercurio
Donald Mercurio is a registered investment advisor at Mercurio Wealth Advisors, based in Louisville, KY, with 24 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 8 more. Their firm serves 460 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees may vary based on account size, complexity, and activity, and are negotiable in certain circumstances.
Fee Estimator
Location
9100 Shelbyville Rd., Suite 150, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2000Other 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
Previous Registrations
Global Financial Private Capital, LLC
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Fsc Securities Corporation
Investacorp Advisory Services INC
Linsco/private Ledger CORP.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Seth Newby, CFPCerity Partners LLC
- Jack Wilson, CFPCenterline Wealth Advisors, LLC
- Ben Allison, CFAPillar Financial Advisors, LLC
- John Ryan, CFPAmeriprise Financial Services, LLC
- Conrad Newman, CFP
- Shane Hall, CFP