LM
LM

Louis Mucci

45 Years of Experience
Atlanta, GA
1 DisclosureSells Insurance

Louis Mucci is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 45 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338

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History

Regulatory History (1)
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Customer Dispute
December 2016
Denied
Other Business ActivitiesSells Insurance

Louis is an independent insurance agent offering insurance products since 2016, dedicating a few hours per week to this activity. He is also a minority member of Mucci Property Investments, LLC, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Advisory Services Network
July 2016 - Present · 10 yrs
Previous Registrations
Ameriprise Financial Services, INC.Broker
October 2009 - July 2016 · 6 yrs 9 mos
Ameriprise Financial Services, INC.
October 2009 - July 2016 · 6 yrs 9 mos
Ameriprise Advisor Services, INC.
July 2009 - October 2009 · 3 mos
Ameriprise Advisor Services, INC.Broker
July 2009 - October 2009 · 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - July 2009 · 4 mos
Stifel, Nicolaus & Company, Incorporated
March 2009 - July 2009 · 4 mos
Butler, Wick & CO., INC.
June 2006 - March 2009 · 2 yrs 9 mos
Butler, Wick & CO., INC.Broker
June 2006 - March 2009 · 2 yrs 9 mos
A. G. Edwards & Sons, INC.
January 2000 - June 2006 · 6 yrs 5 mos
Kemper Securities Group, INC.Broker
September 1990 - October 1990 · 1 mo
A. G. Edwards & Sons, INC.Broker
June 1990 - June 2006 · 16 yrs
Prescott, Ball & Turben, INC.Broker
August 1988 - September 1990 · 2 yrs 1 mo
Society Investor Services CorporationBroker
June 1988 - July 1988 · 1 mo
Mcdonald & Company Securities, INC.Broker
May 1984 - December 1987 · 3 yrs 7 mos
Paine, Webber, Jackson & Curtis INC.Broker
May 1980 - April 1984 · 3 yrs 11 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.