Raimond Wealth Management, led by Joseph Raimond, offers financial planning and investment management services to individuals, high net worth individuals, trusts, and estates. For investment management, Raimond Wealth Management uses balanced portfolios of mutual funds or exchange-traded funds tailored to each client's needs. Comprehensive financial planning covers estate planning, investment analysis, tax planning, insurance, retirement needs, and small business retirement plans.
Assets Under Management$70M
Clients10
Advisors1
Avg. per Client$7M
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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