| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fee arrangements are negotiable at our sole discretion.
9250 Alternate A1A, Suite A, North Palm Beach, FL, 33403
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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 →Raymond is involved in several business activities, including small business consulting, tax preparation and bookkeeping, a vape shop, and commercial real estate management. None of these activities appear to be investment-related or involve the sale of insurance products.