Raymon Capital Advisors offers investment advice tailored to clients' needs, including asset allocation strategies using cash, stocks, mutual funds, bonds, and annuities. They also provide financial planning consulting services such as risk assessment, investment planning, estate planning, and financial organization. Raymon Capital Advisors offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$17M
Clients34
Advisors1
Avg. per Client$490K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees may be negotiable at Raymon Capital Advisors' discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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