Raymond Nash
Raymond Nash is a registered investment advisor at M Holdings Securities, INC., based in Cleveland, OH, with 24 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
5005 Rockside Road, Suite 600, Cleveland, OH, 44131
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2011Customer Dispute
December 2010Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Raymond sells fixed life insurance and annuities, dedicating about 10% of his time to this. He is also a principal at Heirmark, Ltd. focusing on fixed insurance product sales and marketing, which takes nearly full-time hours.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Mutual Service CorporationBroker
State Registrations16 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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