RP
RP

Raymond Payne

23 Years of Experience
Atlanta, GA

Raymond Payne is a registered investment advisor at Cerner Capital Management, LLC, based in Atlanta, GA, with 23 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 82 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
82 clients
Average Client Portfolio
$260K average
Assets Under Management
$21.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $750K1.50%
$750K - $1.0M1.00%
$1M+0.75%

Fees are negotiable for accounts greater than $2.5M. Minimum investment of $250,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2295 Parklake Drive, Suite 350, Atlanta, GA, 30345

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cerner Capital Management, LLC
March 2003 - Present · 23 yrs 2 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.