Raymond Childs is a CFA-designated registered investment advisor at Djg Financial Services, INC., based in East Weymouth, MA, with 16 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 209 clients with $86M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
775 Pleasant Street, Suite 5, East Weymouth, MA, 02189
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Djg Financial Services, INC.
Previous Registrations
Able Capital Management, LLC
Shorepoint Capital Partners LLC
Able Capital Management, LLC
State Registrations2 states
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