Raymond James

Retirement Planning Firm in Boerne, TX

Firm Info
Address: 118 Saunders St, Boerne, TX 78006, USA
Phone: (830) 249-2250

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 investment advisory firm headquartered in Vancouver. The firm has been in business since 2011 and is registered as a broker-dealer that provides investment advice to its clients. As a fee-based firm, Raymond James charges clients a set fee for their services, ensuring transparency and objectivity in their recommendations. The firm offers various financial services such as financial planning, portfolio management for individuals, and small businesses. With their team of advisors, Raymond James assists clients in selecting other advisors that best suit their financial goals, helping them make informed decisions about their investments. Raymond James (USA) Ltd also publishes regular newsletters and periodicals to provide clients with valuable insights into market trends and investment strategies. As an investor advisory firm, they strive to provide their clients with the necessary tools and information to make the best investment decisions for their financial futures. Through their range of services and commitment to transparency, Raymond James (USA) Ltd has established itself as a trusted partner for individuals and small businesses seeking investment advice.

that varies depending on the value of the assets managed fixed fees for specific financial planning services commission-based fees for certain investment products, such as stocks and mutual funds. RAYMOND JAMES (USA) LTD is a financial advisory firm that caters to a wide range of clients. The firm serves individuals seeking investment advice and financial guidance as well as high net worth individuals. These clients receive personalized services tailored to their unique needs, including investment management and financial planning. RAYMOND JAMES (USA) LTD offers various fee structures depending on the type of service provided. The firm charges a percentage of AUM, which varies depending on the value of assets managed. This structure is commonly used for investment management services. RAYMOND JAMES (USA) LTD also offers fixed fees for specific financial planning services and commission-based fees for certain investment products, such as stocks and mutual funds. These fee structures provide clients with flexibility and transparency in their financial planning and investment goals.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Raymond James (USA) Ltd, the firm's investment minimums vary depending on the type of account or investment product. For example, the brochure states that for advisory programs, the minimum investment ranges from $5,000 to $100,000. Meanwhile, for mutual funds, the investment minimum typically starts at $250, but certain funds may have a higher minimum. The brochure also notes that some investment products, such as alternative investments, may require a substantially higher minimum investment. Therefore, the investment minimum for Raymond James (USA) Ltd varies and is dependent on the particular investment product or account type.

How This Office Can Help Boerne, TX Residents

Raymond James has a strong presence in Boerne, TX, and is dedicated to providing personalized financial solutions to its clients. The company offers a wide range of services that can assist Boerne residents with their unique financial situations. For those looking to save for retirement, Raymond James offers investment options, including stocks, bonds, and mutual funds. The firm also provides estate planning services, which can be essential for Boerne residents who have significant assets or complex family structures. Additionally, Raymond James assists clients with managing their wealth by providing comprehensive financial planning services, including retirement planning, tax planning, and risk management. In Boerne, TX, many clients may be facing unique financial challenges, such as rising healthcare costs or the need to care for elderly family members. In response to these challenges, Raymond James has developed specialized strategies to help clients navigate these difficulties. For instance, the firm provides customized healthcare funding solutions that help clients cover their healthcare costs while minimizing tax liabilities. Furthermore, Raymond James offers long-term care planning services to assist Boerne residents in planning for their own long-term care needs or those of their family members. By providing tailored financial solutions that address the individual needs of Boerne clients, Raymond James has established itself as one of the premier financial advisory firms in the area.


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 118 Saunders St, Boerne, TX 78006, USA
Phone (830) 249-2250
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.