Louis Carter is a registered investment advisor at Raynmaker Financial, based in Los Angeles, CA, with 1 years of industry experience. Louis 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, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Raynmaker Financial offers ongoing financial planning services through a tiered membership structure:
- Children's Finance Club: $199/month, parent-guided for ages 17 and under, includes guided portal access and bi-monthly meetings.
- Silver: $159/month, includes quarterly meetings, guided portal, holistic portfolio analysis, and tailored securities research.
- Gold: $199/month, includes bi-monthly meetings, guided portal access, holistic analysis, and tailored securities research.
- Platinum: $299/month, includes holistic portfolio management, monthly meetings, accelerated portal access, and platinum securities research.
- Diamond: $599/month (for assets under $1.75M), includes holistic portfolio management, VIP portal access, active security screening, and VIP advisory support.
- Black Diamond: $599/month + 0.40% for assets above $1.75M, includes holistic portfolio management, VIP portal access, active security screening, and VIP advisory support.
- Registration & Data Mapping: $89 one-time fee.
- Investment Advisor Rep Meeting: $189/hour (standard), $169/hour (member).
- Senior Financial Analyst (Non-securities): $149/hour (standard), $129/hour (member).
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raynmaker Financial
Previous Registrations
UBS Painewebber INC.
State Registrations2 states
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