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Debrah Nocito

4 Years of Experience
Louisville, KY
Sells Insurance

Debrah Nocito is a registered investment advisor at Mc Financial Services, INC., based in Louisville, KY, with 4 years of industry experience. Debrah 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
67 clients
Average Client Portfolio
$918K average
Assets Under Management
$61.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

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.

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Location

Louisville, KY

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Since 2013, Debrah has worked full-time for MC Financial Services, Inc. as a life and health insurance agent. Insurance companies pay Debrah commissions for policies where she is the agent.

Employment History
Current Registrations
Mc Financial Services, INC.
June 2021 - Present · 4 yrs 11 mos
State Registrations1 state
KY
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.
Debrah Nocito - Financial Advisor | TrueAdvisor