Raymond Robinson
Raymond Robinson is a CFA-designated registered investment advisor at Leisure Capital Management, INC., based in Costa Mesa, CA, with 18 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 328 clients with $780M 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 | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Schedule is for Equity and Balanced Accounts. Fixed Income Accounts have a different schedule: First $2M: 0.60%, Next $3M: 0.50%, Next $5M: 0.40%, $10M+: 0.30%. Fees may be negotiable. Family accounts may be aggregated for fee purposes.
Fee Estimator
Location
650 Town Center Dr., Suite 880, Costa Mesa, CA, 92626-1989
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Leisure Capital Management, INC.
State Registrations1 state
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