Raymond Bennett is a registered investment advisor at Adam Doty Company, based in Waco, TX, with 4 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $670K 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% |
Asset management fees are negotiable.
Fee Estimator
Location
Waco, TX
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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 Activities
Raymond owns Retirement Plan Market Adaptive Portfolios, providing informational and educational aid to retirement plan participants. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Adam Doty Company
State Registrations1 state
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