Alan Nocito
Alan Nocito is a ChFC-designated registered investment advisor at Mc Financial Services, INC., based in Louisville, KY, with 22 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 67 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MC Financial Services generally charges up to 2% of your portfolio per year for investment management if your account is under $1 million, and up to 1% if it's over $1 million. The exact fee is negotiable. Fees are paid quarterly from your account. In some cases, MCFS may agree to an ongoing monthly or quarterly flat fee.
Location
Louisville, KY
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Regulatory 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
Since 2014, Alan provides tax preparation and filing services through MC Financial Services Inc., dedicating minimal time, about 2 hours per week, during tax season. Alan is also licensed to sell life insurance and his company is a licensed life and health insurance agency, but he spends less than one hour per week on this activity.
Employment History
Current Registrations
Mc Financial Services, INC.
State Registrations3 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.