Raymond John Financial Management (RJFM) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. RJFM creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance, and then constructs a plan to select a suitable portfolio. RJFM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, and treasury inflation protected/inflation linked bonds.
Assets Under Management$24M
Clients22
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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