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Louis Mucci

Advisory Services Network
45 Years of Experience
Pepper Pike, OH
1 DisclosureSells Insurance
View SEC Summary
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Louis Mucci is a registered investment advisor at Advisory Services Network, based in Pepper Pike, OH, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
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 at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

29325 Chagrin Boulevard, Suite 206, Pepper Pike, OH, 44122

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History

Regulatory History (1)
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Customer Dispute
December 2016
Denied
View Full SEC ReportHow to Read Disclosures
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 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2009 - July 2016 · 6 yrs 9 mos
Ameriprise Advisor Services, INC.
July 2009 - October 2009 · 3 mos
Stifel, Nicolaus & Company, Incorporated
March 2009 - July 2009 · 4 mos
Butler, Wick & CO., INC.
June 2006 - March 2009 · 2 yrs 9 mos
A. G. Edwards & Sons, INC.
January 2000 - June 2006 · 6 yrs 5 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.
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