David Raymon
David Raymon is a registered investment advisor at Raymon Capital Advisors, LLC, based in Atlanta, GA, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 34 clients with $17M 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 $100K | 1.20% |
| $100K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees may be negotiable at Raymon Capital Advisors' discretion.
Fee Estimator
Location
Atlanta, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
David works as an insurance agent selling various insurance products since 2019. This takes minimal time.
Employment History
Current Registrations
Raymon Capital Advisors, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.