Eric Rappaport is a registered investment advisor at Raymond James (USA) LTD, based in Vancouver, with 7 years of industry experience. Eric 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
925 West Georgia St, Suite 2100-A, Vancouver, V6C 3L2
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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.
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Eric is a full-time financial advisor with Raymond James LTD since 2016, focusing on sales and portfolio management. He also prepares tax returns for his investment clients through Raymond James Financial Planning Ltd. for a limited time each year.
Employment History
Current Registrations
Raymond James (USA) LTD
State Registrations1 state
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