Raymond Eaton is a registered investment advisor at Primoris Wealth Advisors, LLC, based in North Palm Beach, FL, with 10 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 417 clients with $200M 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 $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fee arrangements are negotiable.
Fee Estimator
Location
9250 Alternate A1A, Suite A, North Palm Beach, FL, 33403
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 involved in several business activities, including small business consulting, tax preparation and bookkeeping, a vape shop, and commercial real estate management. None of these activities appear to be investment-related or involve the sale of insurance products.
Employment History
Current Registrations
Primoris Wealth Advisors, LLC
State Registrations2 states
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