Geoffrey Raymond
Geoffrey Raymond is a CFA-designated registered investment advisor at Raymond Capital Advisors, LLC, based in Maggie Valley, NC, with 14 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fee schedule is for equities only strategies. For blended assets strategies, the fee schedule is: First $1 million: 0.80%, Next $4 million: 0.65%, Over $5 million: 0.50%. A minimum fee of $2,500 applies.
Fee Estimator
Location
Maggie Valley, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond Capital Advisors, LLC
State Registrations2 states
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