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Robert Och

Raymond James Financial Services Advisors, INC
34 Years of Experience
Medina, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Och is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Medina, OH, with 34 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

387 Medina Rd., Suite 500, Medina, OH, 44256

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert owns rental real estate and is a member of Southern Shore Vehicle Services, LLC. Navancer Group is the DBA name for the group insurance and non-variable life insurance elements of Robert's practice, but he spends minimal time on these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
Raymond James Financial Services
May 2007 - January 2009 · 1 yr 8 mos
Mutual Service Corporation
April 2005 - May 2007 · 2 yrs 1 mo
Mutual Service CorporationBroker
April 2004 - May 2007 · 3 yrs 1 mo
M Holdings Securities, INC.Broker
December 2001 - March 2004 · 2 yrs 3 mos
Mutual Service CorporationBroker
June 1994 - December 2001 · 7 yrs 6 mos
Northwestern Mutual Investment Services, INC.Broker
December 1990 - March 1993 · 2 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
December 1990 - March 1993 · 2 yrs 3 mos
State Registrations8 states
CTFLINMDMIOHSCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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