Raymond Daigle
Raymond Daigle is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Metairie, LA, with 26 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, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
3421 N Causeway Blvd, Suite 800, Metairie, LA, 70002
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2014Other Business ActivitiesSells Insurance
Raymond is a producing advisor at Beacon Point Advisors, dedicating nearly full-time hours to this role. He also owns multiple real estate holding companies and is a licensed insurance agent selling fixed/traditional insurance products and life/accident/health insurance, spending a few hours per week on these activities.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations2 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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