Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning and consulting are negotiated between you and your IAR, depending on the nature of the services, time, and complexity. The maximum fee for Wrap accounts is 2.0%, which coincides with IFP’s maximum fee if the account is not a TPAM account. The maximum fee for a TPAM account is 2.5%.
Areas of Practice
Advisor Information
Office location
800 N. Magnolia Ave, Ste 1825, Orlando, FL, 32803
Get directionsRegulatory 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 Activities
Antonio is involved in several business activities, including serving as Acting Vice Chair of the UCF Foundation Board, part ownership in Four Idiots Brewing (spending a few hours per week), and ownership in Fortiv, a private wealth/benefits company (full-time). He also has ownership in multiple business entities for tax/investment purposes.