Raymond James (USA) Ltd. (RJLU) is a registered investment advisor and broker-dealer. RJLU offers asset management services through the Ambassador program, where clients pay a fee based on the value of their investments instead of per-transaction commissions. RJLU also recommends third-party platforms like Envestnet. RJLU provides advice on asset allocation, diversification, and long-term investments.
Assets Under Management$2B
Clients4,864
Advisors119
Avg. per Client$410K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
119 Advisors at this firm
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