Raymond Louden
Raymond Louden is a registered investment advisor at Westpoint Wealth Management, LLC, based in Berea, OH, with 32 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 495 clients with $100M 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 | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Annual fee is negotiable based on various criteria. WestPoint also uses third-party managers such as Orion Portfolio Solutions, SEI, and AssetMark, which have their own fee structures.
Fee Estimator
Location
56 Front St, Berea, OH, 44017
Get directionsHistory
Regulatory History (1)
Financial
August 2017Other Business ActivitiesSells Insurance
Raymond is an agent for Westpoint Wealth Management LLC/Risk Management Inc, selling fixed products. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Westpoint Wealth Management, LLC
Previous Registrations
Amfg Wealth Management LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
New England Securities Corporation
New England SecuritiesBroker
Mony Securities CORP.Broker
State Registrations2 states
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.