Assets Under Management
$344.9B
Number of Clients
481,566
Number of Advisors
6151
Average Client AUM
$716K
AUM per Advisor
$56.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
RJFSA offers wrap fee programs and advisory services through IARs. Programs include Ambassador accounts (IAR managed) and an Outside Manager (OSM) platform. Fees cover advisory, brokerage, and custodial services. RJFSA is affiliated with Raymond James Financial Services, Inc.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
880 Carillon Parkway, Saint Petersburg, FL, 33716