Raymond Prophater is a registered investment advisor at Persium Advisors, LLC, based in Atlanta, GA, with 21 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 157 clients with $460M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $30.0M | 0.45% |
| $30.0M - $40.0M | 0.40% |
| $40M+ | 0.40% |
All fees are negotiable at Persium's sole discretion. For accounts over $5,000,000, Persium may move to a flat fee schedule.
Fee Estimator
Location
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Raymond is a partner in Navix Holdings, LLC and Persium Group, LLC, and a committee member of Persium Fiduciary Services, LLC. He dedicates about half of his time to Persium Consulting, LLC, minimal time to Navix Holdings, LLC and a few hours per week to Persium Fiduciary Services, LLC.
Employment History
Current Registrations
Persium Advisors, LLC
Previous Registrations
Suntrust Investment Services, INC.
State Registrations6 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.