Raymond Arroyo
Raymond Arroyo is a CFP-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Colton, CA, with 19 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 Investment Management, Retirement Planning. Their firm serves 397 clients with $140M 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 - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
1220 E Washington St Ste A24, Colton, CA, 92324-6437
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2024Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Mcadam LLC
Madison Avenue Securities, LLCBroker
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Pfg Advisors
Securities America, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
Great Point Capital LLCBroker
World Group Securities, 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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