Raymond Virgilio
Raymond Virgilio is a registered investment advisor at Integrity Advisors, based in St. Petersburg, FL, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 35 clients with $12M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000. On occasion, to accommodate a client’s specific fee applicable to their account market value, Integrity Advisors may lower the fee (but never raise the fee) without requiring a new fee agreement to be executed.
Fee Estimator
Location
6800 Gulfport Blvd. South, Suite 201-137, St. Petersburg, FL, 33707
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is an IAR, CCO, and President of Integrity Advisors, providing investment advisory services. He is also a licensed life insurance agent and provides tax advice to clients, dedicating minimal time to each. Finally, Raymond works full-time as a Supervisory Auditor for the U.S. Department of Defense.
Employment History
Current Registrations
Integrity Advisors
Previous Registrations
Ing Financial Partners, INC
Tilchin Asset Management
State Registrations1 state
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