GD
CFA
GD
CFA

Guillaume Desjardins-Tessier

8 Years of Experience
Vancouver

Guillaume Desjardins-Tessier is a CFA-designated registered investment advisor at Raymond James (USA) LTD, based in Vancouver, with 8 years of industry experience. Guillaume operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
119 advisors
Number of Clients
4,864 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable with the financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

925 West Georgia St, Suite 2100-A, Vancouver, V6C 3L2

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Guillaume is an Investment Advisor at Raymond James Ltd, dedicating full-time hours to sales and related duties. He also serves as a board member for Centre de la petite enfance-les petits lapins, a daycare center, spending minimal time on board activities.

Employment History
Current Registrations
Raymond James (USA) LTD
June 2017 - Present · 8 yrs 11 mos
State Registrations3 states
CANHTX
Advisor

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.

Exams
No exam information available for this advisor.
Guillaume Desjardins-Tessier - Financial Advisor | TrueAdvisor