MR
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Micheal Reimer

3 Years of Experience
Medicine Hat, Alberta
Sells Insurance

Micheal Reimer is a registered investment advisor at Raymond James (USA) LTD, based in Medicine Hat, Alberta, with 3 years of industry experience. Micheal 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

Suite # 3 - 202 - 5th Avenue S.E., Medicine Hat, Alberta, T1A 2P8

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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 ActivitiesSells Insurance

Micheal is a financial advisor with Raymond James Ltd (RJL) since 2016, dedicating full-time hours to sales. He is also licensed with Raymond James Financial Planning Ltd (RJFP) since 2016, focusing on life insurance sales and financial planning, dedicating about 10-20% of his time.

Employment History
Current Registrations
Raymond James (USA) LTD
October 2022 - Present · 3 yrs 7 mos
State Registrations1 state
CA
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.
Micheal Reimer - Financial Advisor | TrueAdvisor