Assets Under Management
$123.2M
Number of Clients
425
Number of Advisors
3
Average Client AUM
$290K
AUM per Advisor
$41.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Mercurio Wealth Advisors manages advisory accounts on a discretionary basis, allocating assets among various securities. They tailor services to meet client needs and may utilize independent money managers. The firm charges a wrap fee, which includes transaction costs and advisory fees. Clients are required to enter into a written agreement.
9100 Shelbyville Rd., Suite 150, Louisville, KY, 40222