Kai-Ting Cheek
Kai-Ting Cheek is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Neptune Beach, FL, with 23 years of industry experience. Kai-Ting is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
115 Penmam Rd, Neptune Beach, FL, 32266
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2018Other Business Activities
Kai-Ting is a Registered Client Associate at BCW Financial Consultants, LLC and Eleven Atlantic since 2019. Kai-Ting spends about half of her time on each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
State Registrations1 state
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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