TrueAdvisor
TrueAdvisor
RF
RF

Raymond Filorimo

Portfolio Medics, LLC
15 Years of Experience
Palm City, FL
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Raymond Filorimo is a registered investment advisor at Portfolio Medics, LLC, based in Palm City, FL, with 15 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M in assets under management.

Portfolio Medics, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
2,929 clients
Average Client Portfolio
$266K average
Assets Under Management
$780.5M

Fee Structure

Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M2.60%
$10M+2.60%

Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.

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

Location

5275 SW Longspur Lane, Palm City, FL, 34990

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2003
Settled
Employment Separation After Allegations
October 2002
Customer Dispute
August 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Raymond is the owner of Guidance Wealth Management, which is investment-related and involves insurance sales, dedicating about 10-20% of his time. He also spends about a quarter of his time on accounting and business model management for David Moore Strategic Partners, LLC.

Employment History
Current Registrations
Portfolio Medics, LLC
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Kovack Advisors, INC.
October 2007 - August 2009 · 1 yr 10 mos
Intervest International, INC.
November 2006 - June 2007 · 7 mos
AXA Advisors, LLC
May 1998 - November 2002 · 4 yrs 6 mos
State Registrations2 states
FLTX
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.
More Advisors
More financial advisors in Palm City, FL →All financial advisors in Florida →