Raymond White
Raymond White is a registered investment advisor at Legion Partners Asset Management, LLC, based in Beverly Hills, CA, with 12 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legion Partners charges a combination of management fees and performance-based fees. The management fee is a percentage of the net asset value. The performance-based fee is a percentage of investment profits, calculated using either an absolute return or hurdle-based methodology. Fees may be negotiable in certain circumstances, such as for portfolios with a substantial amount of assets.
Location
9401 Wilshire Blvd, Suite 705, Beverly Hills, CA, 90212
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 →Employment History
Current Registrations
Legion Partners Asset Management, LLC
Previous Registrations
Stonnington Group, LLC
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.