Raymond Davis is a CFP-designated registered investment advisor at Stability Financial, LLC, based in Marrero, LA, with 23 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 150 clients with $30M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000. Alternatively, Stability Financial offers investment management services to qualified clients for a performance-based fee in addition to a base fee. The performance fee is equal to 20% of the net performance of a client’s portfolio, subject to a high water mark. The base fee varies between 0.50% and 1.00%.
Fee Estimator
Location
5201 West Bank Expressway, Suite 203, Marrero, LA, 70072
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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
Stability Financial, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
State Registrations2 states
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