Raymond James Financial Services

Financial Advisor in Marquette, MI

Firm Info
Address: 220 W Washington St #300, Marquette, MI 49855, USA
Phone: (906) 226-2977

Firm Size
Assets Under Management: $272 billion
# of Advisors: 5,571
# of Clients: 846,581
Client to Advisor Ratio: 152:1
Average Account Size: $321,292
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions
  • Other

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Raymond James Financial Services Advisors, Inc Overview

Raymond James Financial Services Advisors, Inc is a registered investment advisory firm that provides investment advice services exclusively. Based in Saint Petersburg, FL, it has been in business since 2008. Raymond James Financial Services Advisors, Inc operates on a fee-based arrangement, meaning that clients pay a fee for the firm's services. The firm offers a comprehensive range of services to meet the diverse needs of its clients. These services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisors. Raymond James Financial Services Advisors, Inc also provides educational seminars and workshops to help clients stay informed on the latest market trends and financial strategies. In addition to the services listed above, the firm also offers hourly and fixed rate consultations. This additional service is beneficial for clients who require more specific or individualized advice. With their wealth of experience and knowledge, Raymond James Financial Services Advisors, Inc is devoted to helping clients achieve their financial goals, no matter how big or small.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC caters to a broad range of clients, including individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporate entities. No matter how small or big their net worth or financial needs may be, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers services and solutions tailored to their specific requirements and investment goals. When it comes to fees, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers different structures depending on the service provided. Potential clients can choose from various fee structures such as percentage of assets under management (AUM), hourly fees, fixed fees, commissions, or other types of fees, depending on the investment vehicle and strategies that suit their specific needs. AUM fees are often charged as a percentage of the sum of the client's portfolio, for example. Hourly fees, on the other hand, are usually reserved for services that are not related to actual investment management. Meanwhile, fixed fees may be applicable for comprehensive, ongoing financial planning or consulting. RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC aims to provide its clients with an excellent value proposition that aligns with their financial goals and objectives.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Raymond James Financial Services Advisors, Inc does not mention an investment minimum for their planning and/or investment consulting services for individuals. However, clients are advised to consult with their IAR to determine if there are any minimum asset requirements for accepting them as a client. Clients will be required to complete a Wealth Advisory Services agreement and pay fees as noted in the agreement.

How This Office Can Help Marquette, MI Residents

Raymond James Financial Services is committed to helping clients in Marquette, MI, achieve financial success through its wide range of financial services. Whether someone is planning for retirement, buying a home or managing their investments, Raymond James Financial Services is well equipped to provide guidance and support. Residents of Marquette, MI, may be facing a number of financial situations, such as balancing student loan debt with saving for the future, navigating the complexities of investment strategies or planning for retirement in an unpredictable economic climate. Raymond James Financial Services can help clients address these and other financial challenges, offering personalized solutions tailored to each individual's unique circumstances and goals. Its team of experienced financial advisors work closely with clients to understand their needs and develop comprehensive plans to help them reach their financial objectives. From retirement planning to wealth management, Raymond James Financial Services is a trusted partner for residents of Marquette, MI, looking to secure their financial futures.

To view the Minimum Investment and Fee Schedule for Raymond James Financial Services Advisors, Inc, visit their Part 2 Brochure.

Services Offered by Raymond James Financial Services Advisors, Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Raymond James Financial Services Advisors, Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Other
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 220 W Washington St #300, Marquette, MI 49855, USA
Phone (906) 226-2977
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 880 CARILLON PARKWAY, SAINT PETERSBURG, FL 33716, United States

This firm has no other locations.

State Registrations

Raymond James Financial Services Advisors, Inc is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Raymond James Financial Services Advisors, Inc does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs