Mercurio Wealth Advisors

Financial Advisor in Shelby County, KY

Firm Info
Address: 9100 Shelbyville Rd #150, Louisville, KY 40222, USA
Phone: (502) 253-9366

Firm Size
Assets Under Management: $115.6 million
# of Advisors: 2
# of Clients: 1,087
Client to Advisor Ratio: 544:1
Average Account Size: $106,332
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Other

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Mercurio Wealth Advisors Overview

Mercurio Wealth Advisors is an investment advisory firm that provides fee-only services to clients. It is based in Louisville, KY, and has been in business since 2021. The firm's primary focus is providing investment advice to its clients, which primarily includes individuals and small businesses. The firm's services offer a range of financial planning options, including portfolio management and advice on selecting other advisors. The firm's fee-only structure ensures that the interests of its clients are always the top priority. This means that the firm does not charge any commissions or receive compensation from third-party entities, ensuring that its recommendations are unbiased. Mercurio Wealth Advisors is committed to providing its clients with transparent and reliable financial advice. The firm's investment professionals rely on their expertise and experience to create tailored investment strategies that align with the individual needs of its clients. Mercurio Wealth Advisors' focus on investment advice only ensures its clients' goals come first, ultimately guiding their long-term financial growth and stability.

MERCURIO WEALTH ADVISORS serves a diverse range of clientele, including individuals and high net worth individuals. They understand that each client has unique financial goals and needs, and they strive to provide tailored solutions to meet those needs. Whether clients are looking to invest for retirement, save for their children's education, or manage their wealth, MERCURIO WEALTH ADVISORS has the expertise and resources to help them achieve their financial objectives. MERCURIO WEALTH ADVISORS offers a variety of fee structures to accommodate different types of services. For investment management services, fees may be calculated as a percentage of the client's assets under management (AUM). This allows clients to pay a fee that is directly tied to the performance of their investments, incentivizing the firm to maximize returns. Alternatively, some clients may prefer fixed fees for financial planning or consulting services. This provides them with greater transparency and predictability in their costs. Other types of fees may include transaction-based or hourly fees, depending on the nature of the service provided. MERCURIO WEALTH ADVISORS works closely with clients to determine which fee structure is most suitable for their needs and circumstances.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Mercurio Wealth Advisors does not mention an investment minimum.

How This Office Can Help Shelby County, KY Residents

Mercurio Wealth Advisors is committed to providing tailored wealth management services to clients in Shelby County, KY. As the wealthiest county in the state, Shelby County is home to many successful individuals and families that require sophisticated financial planning and investment strategies. Mercurio's team of experienced advisors provides a range of services to address these needs, including retirement planning, estate planning, tax planning, and investment management. For those nearing retirement age, Mercurio's advisors focus on providing comprehensive retirement planning services to ensure that clients can enjoy their golden years without financial stress. They provide personalized advice on Social Security maximization, pension planning, and tax-efficient withdrawal strategies from IRA and 401(k) accounts. Additionally, Mercurio's advisors help clients develop estate plans that ensure their assets are distributed to their intended beneficiaries while minimizing estate taxes. They also provide assistance with insurance planning, charitable giving strategies, and health care directives, among other things. By providing these services and more, Mercurio is dedicated to helping clients in Shelby County, KY achieve their financial goals and aspirations.


Services Offered by Mercurio Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mercurio Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 9100 Shelbyville Rd #150, Louisville, KY 40222, USA
Phone (502) 253-9366
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Mercurio Wealth Advisors is registered to service clients in the following states:

  • Florida
  • Indiana
  • Kentucky
  • Texas

Disciplinary History

Mercurio Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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