Joseph Raimond is a registered investment advisor at Raimond Wealth Management LLC, based in Getzville, NY, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 10 clients with $70M 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 $250K | 0.60% |
| $250K - $1.0M | 0.48% |
| $1.0M - $3.0M | 0.30% |
| $3M+ | 0.20% |
A flat retainer fee is also available, with a minimum of $500 per year. Fees are negotiable.
Fee Estimator
Location
Getzville, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raimond Wealth Management LLC
State Registrations1 state
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