Raymond James & Associates

Retirement Planning Firm in Boerne, TX

Firm Info
Address: 116 W Blanco Rd, Boerne, TX 78006, USA
Phone: (830) 331-9256

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 fee-based investment advisory firm headquartered in St. Petersburg, Florida. Since its founding in 1974, the firm has established itself as a reputable broker-dealer and insurance broker/agent, as well as a municipal advisor providing investment advice. Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. The firm also offers a range of other services, including non-discretionary advisory services, asset allocation, hourly and fixed-rate consultations, and research provision to certain institutional clients. As a fee-based firm, Raymond James & Associates, Inc. is dedicated to providing its clients with objective and transparent investment advice, focused on their individual needs and circumstances. With its extensive experience and wide range of services, Raymond James & Associates, Inc. is well-positioned to help clients achieve their financial goals, whether they are individuals seeking to build and manage their personal wealth, or businesses and institutions looking to optimize their investments and retirement plans.

RAYMOND JAMES & ASSOCIATES, INC. serves a wide variety of clients across industries and sectors. Their diverse roster includes individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, as well as other corporation types not listed. The firm prides itself on providing personalized solutions and top-tier financial advice to suit the unique needs of each client. RAYMOND JAMES & ASSOCIATES, INC. offers a range of fee structures to clients depending on the services provided. These structures include percentage of assets under management, hourly and fixed fees, as well as commissions. The fee structure selected will depend on the nature of the service provided, and clients can expect transparency and clarity from the firm throughout the process. The firm is committed to providing comprehensive and highly individualized financial advice that is tailored to the specific goals and needs of each client. With a diverse set of fee structures and a focus on building lasting relationships built on transparency and trust, RAYMOND JAMES & ASSOCIATES, INC. is a top choice for clients in need of world-class financial advisory services.

Typical Clients, Fee Structures & Investment Minimum

According to the note in the Part 2 Brochure of Raymond James & Associates, Inc., the firm does not require a minimum asset amount for planning and investment consulting services for individuals. However, prospective clients should consult with their financial advisor to determine whether there are any minimum asset requirements as a condition of accepting them as a client. The brochure does not mention any investment minimums, so it is recommended to inquire with the firm's financial advisor directly.

How This Office Can Help Boerne, TX Residents

Raymond James & Associates offers a range of financial services to help clients in Boerne, TX achieve their financial goals. Boerne, TX is home to many retirees, so the firm offers retirement planning services to help clients fund their retirement years. Whether it's setting up a 401k or IRA, managing existing retirement accounts, or creating a retirement income strategy, the team at Raymond James & Associates can help. Additionally, the firm assists clients in Boerne, TX with investment management, estate planning, tax planning, and more. The town is home to many small business owners and entrepreneurs, so the firm offers comprehensive business planning and portfolio management services to help those looking to grow their businesses or manage their investments more effectively. From customized investment strategies to tax-efficient wealth transfer planning, Raymond James & Associates offers personalized solutions to meet the unique needs of each client in Boerne, TX.

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 116 W Blanco Rd, Boerne, TX 78006, USA
Phone (830) 331-9256
Directions
Google My Business Reviews:
5 Stars

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.