Raymond Deragon
Raymond Deragon is a CFP-designated registered investment advisor at Cary Street Partners, based in Austin, TX, with 28 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,988 clients with $10B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.
Fee Estimator
Location
7801 Capital of Texas Highway, Suite 310, Austin, TX, 78731
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2015Customer Dispute
July 2012Customer Dispute
March 2011Customer Dispute
July 2009Customer Dispute
May 2005Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Riverstone Wealth Management
Riverstone Wealth Management, INC.Broker
Oppenheimer & CO. INC.Broker
Stanford Group Company
Stanford Group CompanyBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 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.
Exams
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