Raymond Singletary is a CFP-designated registered investment advisor at Wassaw Sound Management, LLC, based in Savannah, GA, with 18 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 14 clients with $110M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.25% |
| $100.0M - $250.0M | 0.15% |
| $250M+ | 0.10% |
In certain circumstances, WSM may consider clients below $5,000,000 with the following fee schedule: First $3,000,000: 1.25% Next $2,000,000: 0.85%
Fee Estimator
Location
15 Lake Street, Suite 260, Savannah, GA, 31411
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Raymond is a partner in McArthur Farms, involved in farming and timber investments, and a limited partner in RCS & Associates/Singletary Farms, focusing on farming and land investments. He also chairs the finance committee for the Nature Conservancy in GA, dedicating a few hours per week, and manages American West Investment Corporation, spending nearly full-time hours on this single-family investment vehicle.
Employment History
Current Registrations
Wassaw Sound Management, LLC
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust 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.