Raymond James

Financial Advisor in Valley View, OH

Firm Info
Address: 5005 Rockside Rd # 600, Independence, OH 44131, USA
Phone: (216) 573-3717

Firm Size
Assets Under Management: $902 million
# of Advisors: 105
# of Clients: 2,469
Client to Advisor Ratio: 24:1
Average Account Size: $365,323
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

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

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


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Raymond James (Usa) Ltd Overview

Raymond James (USA) Ltd is a fee-based registered investment advisory firm that has been in business since 2011. The firm is headquartered in Vancouver and primarily operates as a broker-dealer while providing investment advice to clients. Their fee arrangement emphasizes transparency and aligning their interests with those of their clients. Raymond James (USA) Ltd offers a range of services to meet their clients' financial needs. They provide financial planning services to ensure a holistic approach is taken to their clients' needs. Portfolio management for individuals and small businesses is also provided, ensuring the tailored management of investments based on client objectives. Clients are able to select other advisors within Raymond James (USA) Ltd if they require additional specialists to help manage their wealth. Additionally, Raymond James (USA) Ltd publishes newsletters and periodicals that showcase investment strategies and current market trends. These publications provide clients with more detailed insights into the firm's approach to investing, facilitating a deeper understanding of how Raymond James (USA) Ltd manages their clients' wealth. With Raymond James (USA) Ltd's diverse range of services, clients can trust that their investments are well managed and optimized for future growth.

, hourly rates, flat fees, and commission-based fees. Raymond James (USA) Ltd, a reputable financial services firm, caters to a diverse range of clients from individuals to high net worth individuals. With a strong and impressive reputation in the industry, the firm offers an array of personalized and comprehensive services to meet the unique needs of each client. The fee structures available within the firm vary depending on the type of service provided. Clients can benefit from a percentage of AUM fee, an hourly rate fee, a flat fee, or a commission-based fee. The percentage of AUM fee is a standard fee structure wherein the client pays a percentage of their total assets under management. Hourly rates are charged based on the time spent, while flat fees are charged for specific services rendered. Commission-based fees involve the firm making money through the trades, investments or financial products recommended to the client. Raymond James (USA) Ltd aims to provide transparency and exceptional value for money, allowing clients to choose the fee structure that works best for their financial goals and circumstances.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure note about investment minimum for RAYMOND JAMES (USA) LTD, the firm has specified investment minimums for certain types of accounts or investments, but these minimums may vary depending on the specific circumstances of the investment. However, the brochure does not mention a specific investment minimum that applies across all accounts or investments offered by the firm. Clients should consult with their advisor or contact the firm directly to determine the investment minimum for their specific situation.

How This Office Can Help Valley View, OH Residents

Raymond James is a full-service financial firm that provides various services to clients in Valley View, OH. The firm offers investment management, retirement planning, estate planning, tax planning, and wealth management services. For someone living in Valley View, OH, one financial situation that they may be facing is retirement planning. Raymond James has a team of highly qualified financial advisors who help clients develop a financial strategy that meets their retirement goals. The firm offers different financial products and services to suit each client’s unique needs, ensuring their financial plan is tailored to their specific retirement goals. Additionally, Raymond James works with clients to develop tax-efficient strategies to minimize taxes in retirement, ensuring they have enough money to retire comfortably. Overall, Raymond James is dedicated to helping clients achieve their financial goals and live the life they want in retirement.


Services Offered by Raymond James (Usa) Ltd

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 (Usa) Ltd 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)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
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 5005 Rockside Rd # 600, Independence, OH 44131, USA
Phone (216) 573-3717
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 2100-925 WEST GEORGIA STREET, VANCOUVER, V6C3L2, Canada

This firm has no other locations.


Disciplinary History

Raymond James (Usa) Ltd does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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