Raymond Johnson is a registered investment advisor at Steadfast Financial Services, based in Lake Mary, FL, with 24 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 49 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and may differ based on relationship size, accounts within the same household, level of services needed, trading activity, and conservative allocations. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
Lake Mary, FL
Get directionsHistory
Regulatory History (2)
Regulatory
February 2015Customer Dispute
May 1998Other Business Activities
Raymond is on the board of directors for R.L. Johnson Construction Company, a real estate development company. He spends minimal time on board-related activities.
Employment History
Current Registrations
Steadfast Financial Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.