OUR SERVICES

Below you will find three levels of services we provide to our clients.  All service levels include portfolio design, management and performance reporting.  We encourage you to review our services and contact us to discuss your individual needs.

 
 

Financial Planning
Basic Level
Annual Portfolio Review
Goal Planning and Monitoring
Risk Score Selection
Portfolio Selection
Asset Allocation and Portfolio Monitoring
Retirement Needs Analysis
Investment Policy Statement
Performance Reporting
Social Security Selection and Maximization
Ongoing Outside 401(k) Advice
Digital Document Organizer/Online Vault
Comprehensive Financial Planning
Enhanced Level
Semi-Annual Portfolio Review
Goal Planning and Monitoring
Risk Score Selection
Portfolio Selection
Asset Allocation and Portfolio Monitoring
Retirement Needs Analysis
Investment Policy Statement
Performance Reporting
Social Security Selection and Maximization
Ongoing Outside 401(k) Advice
Digital Document Organizer/Online Vault
Retirement Income Planning
Risk vs. Return Analysis
Projected Cash Flow Reporting
Contributions and Withdrawal Analysis
IRA RMD Planning
Capital Gains Tax Planning
Beneficiary Designation and Review
Comprehensive Wealth Management
Concierge Level
Semi-Annual or Quarterly Portfolio Review
Goal Planning and Monitoring
Risk Score Selection
Portfolio Selection
Asset Allocation and Portfolio Monitoring
Retirement Needs Analysis
Investment Policy Statement
Performance Reporting
Social Security Selection and Maximization
Ongoing Outside 401(k) Advice
Digital Document Organizer/Online Vault
Retirement Income Planning
Risk vs. Return Analysis
Projected Cash Flow Reporting
Contributions and Withdrawal Analysis
IRA RMD Planning
Capital Gains Tax Planning
Beneficiary Designation and Review
Account Registration/Title Review
Wealth Transfer Strategies
Gifting Strategies
Estate Planning Assessment
Charitable Planning Strategies
Long-Term Care Planning
Life Insurance Planning
Disability Needs Planning
Education Funding Strategies
Summary Fee Report for Tax Preparer
Restricted Stock and Stock Option Analysis
Coordinate Annual Meeting with Family and other Advisors
 

 
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Fees range from .50% to 1.75% based on household assets under management and complexity. Household accounts over $1 million are fee negotiable. Clients that request only customized financial planning services for assets not custodianed at Raymond James pay an hourly fee or flat fee based on complexity and scope.

Raymond James does not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2A as well as the client agreement.