Florio Wealth Management Group refers clients to third-party registered investment advisors. FWMG also offers financial planning and consulting services covering estate and retirement planning, taxes, insurance, and college planning. FWMG provides wealth management services, managing client investment portfolios, primarily investing in mutual funds and ETFs.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fee may be negotiable for certain client holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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