James Florio
James Florio is a registered investment advisor at Florio Wealth Management, LLC, based in Seminole, FL, with 5 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 33 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee is for Florio Wealth Management's portion of the fee when directing clients to Vimvest Securities LLC. The total fee is 1.40%, with Vimvest receiving 0.40%. Fees are negotiable.
Fee Estimator
Location
8200 Seminole Blvd., Seminole, FL, 33772
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
James is an independent insurance agent licensed with multiple companies, using Brokers International and Simplicity as broker-dealers. He receives commissions and a 1099 for sold products.
Employment History
Current Registrations
Florio Wealth Management, LLC
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.