Raymond James & Associates, INC.
Raymond James & Associates offers a wide range of financial services, including financial planning, investment consulting, retirement planning, tax strategies, and estate planning through its Wealth Advisory Services Program and SIMPLE IRA Employer Advisory & Consulting Services Program. The firm works with individuals, families, and small business employers, offering personalized guidance on a non-discretionary basis. While Raymond James & Associates provides advisory and planning services, clients wishing to implement investment strategies often utilize the firm's affiliated wrap fee programs or brokerage services, which are detailed in separate brochures. The firm is a wholly owned subsidiary of Raymond James Financial, operating as both a registered investment advisor and a broker-dealer, with an extensive network of affiliated banks, trust companies, and insurance agencies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.