Raymond Gadbois is a CFP-designated registered investment advisor at Index Financial Advisors LLC, based in Healdsburg, CA, with 19 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 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 $2.5M | 0.50% |
| $2.5M - $5.5M | 0.25% |
| $5.5M+ | 0.13% |
Fees are negotiable and the minimum fee and account size may be reduced based on individual client circumstances.
Fee Estimator
Location
Healdsburg, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raymond provides accounting, administrative, and consulting services to a family office and related entities through Ray Gadbois Consulting. He dedicates about a quarter of his time to this business, with about half of that time occurring during normal securities trading hours.
Employment History
Current Registrations
Index Financial Advisors LLC
State Registrations1 state
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