Raymond James Financial Services Advisors, INC
Raymond James Financial Services Advisors offers comprehensive financial planning and non-discretionary investment consulting through its Wealth Advisory Services Program. The firm helps individuals and families plan for retirement, taxes, estate distribution, education funding, and overall financial life goals. Clients work with a financial advisor to create personalized financial plans or investment strategies, while retaining final decision-making authority over all recommendations. Raymond James Financial Services Advisors also offers consulting services to small business employers sponsoring SIMPLE individual retirement account plans through its SIMPLE IRA Employer Advisory and Consulting Services Program. The firm operates as a subsidiary of Raymond James Financial and coordinates with affiliated broker-dealers and custodians to provide integrated financial services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.