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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
7801 Capital of Texas Highway, Suite 310, Austin, TX, 78731
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2015Customer Dispute
July 2012Customer Dispute
March 2011Customer Dispute
July 2009Customer Dispute
April 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
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