Samuel Cione
Samuel Cione is a registered investment advisor at Integrity Wealth Management, based in Sarasota, FL, with 23 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199 clients with $66M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
6561 Palmer Park Circle, Suite C, Sarasota, FL, 34238-3056
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2020Customer Dispute
January 2020Other Business ActivitiesSells Insurance
Samuel is the owner, president, and insurance agent for Integrity Wealth Management, INC, a dually registered firm for insurance and investment advisory services. This takes about a quarter of his time.
Employment History
Current Registrations
Integrity Wealth Management
Previous Registrations
Aura Asset Management, INC.
State Registrations2 states
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.