Emily Raymond is a registered investment advisor at Regent Peak Wealth Advisors, LLC, based in Atlanta, GA, with 8 years of industry experience. Emily 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 205 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regent Peak Wealth Advisors charges a percentage of the assets they manage for you. The annual fee schedule is tiered, meaning the percentage decreases as the amount of assets increases. The fee is calculated monthly, in advance, based on the market value of your assets on the last business day of the previous month. The management fee is negotiable at Regent Peak's discretion.
Location
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emily is the Chief Operating Officer of Regent Peak Wealth Advisors, focusing on management, client service, and marketing, dedicating full-time hours to this role. She also serves as Parent Coordinator/Board Chair for Rhyne Park Girls Softball, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Regent Peak Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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