Law & Associates offers wealth management services, including financial planning and investment management. Financial planning covers cash flow, tax, education, distribution, risk management, retirement, estate, and investment planning. Investment strategies are implemented through Raymond James & Associates. Clients can choose financial planning only, investment management only, or both.
Fee Structure
Law & Associates manages investments through various programs offered by Raymond James & Associates. The maximum advisory fee for all accounts is 2.25%, but Law & Associates has the discretion to discount fees. Fees are paid quarterly in advance, based on the account value at the end of the previous quarter. There are minimum investment requirements for some accounts, such as $25,000 for Ambassador and Freedom accounts, and $100,000 to $300,000 for other programs. Clients may also incur charges for other account services not directly related to the execution and clearing of transactions.