Troy Bolton
Troy Bolton is a registered investment advisor at Mercurio Wealth Advisors, based in Louisville, KY, with 11 years of industry experience. Troy 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
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.
Employment History
Current Registrations
Mercurio Wealth Advisors
Previous Registrations
Global Financial Private Capital, LLC
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.
Exams
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