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Ian Fitch

Raymond James Financial Services Advisors, INC
32 Years of Experience
Andover, MA
1 DisclosureBroker
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Ian Fitch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Andover, MA, with 32 years of industry experience. Ian 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
—
View Full SEC Brochure

Location

300 Brickstone Sq, Suite 201, Andover, MA, 01810

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History

Regulatory History (1)
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.
Criminal
May 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ian is involved with Centerline Wealth Management as a support company advisor and is the Commander of the American Legion Post 379. These activities require minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2015 - February 2025 · 10 yrs
Wells Fargo Advisors
February 2015 - February 2025 · 10 yrs
Oppenheimer & CO. INC.
May 2006 - February 2015 · 8 yrs 9 mos
Oppenheimer & CO. INC.Broker
October 2002 - February 2015 · 12 yrs 4 mos
Leerink Swann & CompanyBroker
December 1995 - October 2002 · 6 yrs 10 mos
Corporate Securities Group, INC.Broker
July 1995 - November 1995 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1994 - July 1995 · 1 yr 2 mos
State Registrations19 states
ALAZCACOCTFLGAILKYMAMDMENHORPARIVAVTWA
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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