Raymond Lamar Johnson

Steadfast Financial Services

23 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningBusiness Owners

Steadfast Financial Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

49 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$74.8M

Fee Structure

Minimum Investment:$200K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $3.0M	0.75%
$3.0M - $5.0M	0.60%
$5M+	0.50%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Lake Mary, FL

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

February 2015

Final

Customer Dispute

May 1998

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Raymond is on the board of directors for R.L. Johnson Construction Company, a real estate development company. He spends minimal time on board-related activities.