Vincent Virga
Vincent Virga is a registered investment advisor at Ae Wealth Management, LLC, based in Naples, FL, with 19 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 111,059 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AE Wealth Management charges a fee based on a percentage of your portfolio for both model portfolio solutions and direct asset management services. This fee is calculated monthly based on the average daily balance of your account and is billed at the end of the month. The specific fee is negotiable and can vary depending on factors such as the type of client, complexity, and the amount invested. The maximum annual fee is 2.5%. The fee includes a portion for AEWM and potentially a portion for the manager of the selected model portfolio. If you are a client of a Third-Party Registered Investment Advisor, they will determine whether AEWM's services are provided on a wrap fee or non-wrap fee basis.
Location
5100 Tamiami Trl N, Ste 103, Naples, FL, 34103
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Regulatory History (8)
Customer Dispute
November 2023Customer Dispute
October 2021Customer Dispute
August 2021Regulatory
July 2021Customer Dispute
June 2021Regulatory
November 2020Customer Dispute
October 2018Customer Dispute
July 2018Other Business ActivitiesSells Insurance
Vincent is the President of PFS Wealth Management Group, where he focuses on insurance sales and services, dedicating about a quarter of his time. He is also an author and speaker on the S.M.A.R.T. approach, and a course instructor on financial related content for a non-profit, each taking a few hours per week.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Prime Capital Services, INC.Broker
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.