Raymond James & Associates, INC.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Raymond James & Associates offers financial planning and investment consulting services to individuals. Financial advisors work with clients to assess their financial objectives and recommend appropriate advisory services. Planning services include reviews of financial situations, estate planning, insurance planning, education planning, and retirement planning. Investment consulting services involve analyzing investments and portfolios held outside of Raymond James.

Assets Under Management$500B
Clients531,617
Advisors5,669
Avg. per Client$940K
Avg. per Advisor$88M

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5,669 Advisors at this firm

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