Raymond Panek
Raymond Panek is a registered investment advisor at Odiorne Point Asset Management, LLC, based in Portsmouth, NH, with 31 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 200 clients with $52M 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 $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
155 Fleet Street, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
June 2019Criminal
September 1985Criminal
February 1985Criminal
October 1984Other Business ActivitiesSells Insurance
Raymond is a licensed insurance agent and financial advisor for Nationwide Life and Annuity Insurance Company since 2022, where he evaluates and offers insurance products. This activity requires minimal time.
Employment History
Current Registrations
Odiorne Point Asset Management, LLC
Previous Registrations
Estate Planners of New England, LLC
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
Chittenden Securities, LLC.Broker
Directed Services LLCBroker
Invesco Distributors, INC.Broker
Putnam Retail Management Limited PartnershipBroker
Mfs Fund Distributors, INC.Broker
State Registrations3 states
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.