Raymond James & Associates

Financial Advisor in Portage, MI

Firm Info
Address: 7995 Moorsbridge Rd, Portage, MI 49024, USA
Phone: (269) 775-3117

Firm Size
Assets Under Management: $331 billion
# of Advisors: 4,916
# of Clients: 869,177
Client to Advisor Ratio: 177:1
Average Account Size: $380,820
# 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
  • 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
  • Other

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

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Raymond James & Associates, Inc. Overview

Raymond James & Associates, Inc. is a well-established financial firm headquartered in St. Petersburg, Florida, that has been providing investment services since 1974. As a broker-dealer, insurance broker/agent, and municipal advisor, the firm is equipped to offer a wide range of financial solutions to its clients. Raymond James & Associates operates on a fee-based arrangement which means that the firm charges fees for services rendered to its clients. Some of the services offered by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. In addition, the firm provides selection services for other advisors, as well as non-discretionary advisory services, asset allocation, and hourly and fixed-rate consultations. Raymond James & Associates also provides research to certain institutional clients, enabling them to make informed financial decisions. Overall, Raymond James & Associates is a reputable firm that offers a variety of financial solutions to meet the diverse needs of its clients.

RAYMOND JAMES & ASSOCIATES, INC. serves a diverse range of clients, from individuals to high net worth individuals to charitable organizations. The firm also caters to banking institutions, pension or profit sharing plans, state or municipal government entities, insurance companies, and other corporation types not listed. Furthermore, RAYMOND JAMES & ASSOCIATES, INC. extends its service to other types of clients, which adds to its diverse client base. When it comes to fees, RAYMOND JAMES & ASSOCIATES, INC. offers several fee structures for different services, depending on the client's needs and preferences. They can choose to pay a percentage of assets under management (AUM), an hourly rate, or a fixed fee. In some cases, the firm may receive commissions as a compensation for selling certain financial products. The variety of fee structures available underscores the firm's commitment to transparency and flexibility in serving its clients. Whether the clients are individuals seeking portfolio management or corporations requiring specialized financial advice, RAYMOND JAMES & ASSOCIATES, INC. offers fee structures that suit their unique needs.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Raymond James & Associates, Inc. does not require a minimum asset amount for planning and/or investment consulting services for individuals. However, they suggest consulting with a financial advisor to determine whether there are any minimum asset requirements as a condition of accepting a client. The brochure does not mention an investment minimum for the firm.

How This Office Can Help Portage, MI Residents

Raymond James & Associates works closely with clients in Portage, MI to provide tailored financial solutions for their individual needs. The firm has a team of experienced financial advisors who understand the unique challenges facing individuals in the Portage community. For example, many people in Portage are facing retirement or are planning for their children's education. Raymond James & Associates can help clients navigate these complex financial situations through personalized investment and retirement planning services. Another financial challenge facing Portage residents might be managing their debt. Raymond James & Associates offers debt management strategies to help individuals reduce debt and build credit, which can ultimately improve their financial situation. Additionally, the firm can assist clients with estate planning and wealth transfer, ensuring their assets are protected and their loved ones are taken care of. Overall, Raymond James & Associates is committed to helping clients in Portage, MI achieve their financial goals and find peace of mind in their financial future.

To view the Minimum Investment and Fee Schedule for Raymond James & Associates, Inc., visit their Part 2 Brochure.

Services Offered by Raymond James & Associates, 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 & Associates, 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
Unavailable
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

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 7995 Moorsbridge Rd, Portage, MI 49024, USA
Phone (269) 775-3117
Directions
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Other Office Locations

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

This firm has no other locations.

State Registrations

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

FREQUENTLY ASKED QUESTIONS

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