Raymond Laporte
Raymond Laporte is a registered investment advisor at Martha's Vineyard Investment Advisors, LLC, based in West Tisbury, MA, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 430 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MVIA offers investment and wealth management services for an annual fee based on the value of your investments. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. The fee is calculated each quarter based on the average daily value of your account. MVIA may negotiate a different fee rate for certain client holdings, such as assets held away, accommodation accounts, or alternative investments.
Location
496 State Rd, West Tisbury, MA, 02575
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raymond provides investment advisory services through Martha's Vineyard Investment Advisors, LLC, an independent investment advisor firm. This activity takes nearly full-time hours.
Employment History
Current Registrations
Martha's Vineyard Investment Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
State Registrations1 state
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.