Florio Wealth Management refers clients to third-party investment advisors to manage their assets. They conduct due diligence on these advisors. Florio Wealth Management generally limits its investment advice to fixed income securities and ETFs but may use other securities to diversify portfolios. They tailor programs for each client and may use model allocations based on client needs and restrictions.
Assets Under Management$6.5M
Clients33
Advisors1
Avg. per Client$200K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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