Raymond Rivers
Raymond Rivers is a registered investment advisor at Strategic Advisers LLC, based in Dunwoody, GA, with 7 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
127 Perimeter Center West, Dunwoody, GA, 30346-1223
Get directionsHistory
Regulatory History (1)
Financial
April 2018Other Business Activities
Raymond owns GetFitWitRIV LLC, a fitness training company, since 2021. He dedicates minimal time to this business and currently has no employees or clients.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations9 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.