Frank Mercuri
Frank Mercuri is a registered investment advisor at Attivo Legacy Advisors, LLC, based in Corona, CA, with 24 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 113 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
4740 Green River Rd., Ste 104, Corona, CA, 92878
Get directionsHistory
Regulatory History (4)
Regulatory
January 2024Employment Separation After Allegations
March 2001Customer Dispute
March 2001Employment Separation After Allegations
March 2000Other Business ActivitiesSells Insurance
Frank is licensed to sell fixed life, health, and disability insurance through MAM Insurance Agency and dedicates a few hours per week to this. He also owns Equivita Life Settlements, LLC and is an owner of Meridian Trust Services, spending minimal time on the latter.
Employment History
Current Registrations
Attivo Legacy Advisors, LLC
Previous Registrations
Mercuri Asset Management, INC.
Financial West GroupBroker
Securities Equity GroupBroker
First Union Securities, INC.Broker
Painewebber IncorporatedBroker
State Registrations1 state
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.