Raymond James Financial Services

Retirement Planning Firm in Gallatin County, MT

Firm Info
Address: 1610 Ellis St, Bozeman, MT 59715, USA
Phone: (406) 582-1082

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

Get Connected with a Financial Advisor

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Raymond James Financial Services Advisors, Inc Overview

Raymond James Financial Services Advisors, Inc is a registered investment advisory firm based in Saint Petersburg, FL. The firm was established in 2008 and has since been providing investment advice only to its clients. The fee arrangement used by Raymond James Financial Services Advisors is Fee Based. The firm offers a wide range of services aimed at helping individuals and small businesses achieve their financial goals. This includes financial planning, portfolio management, and pension consulting services. They also offer workshops and educational seminars for interested parties who want to learn more about securing their financial future. In addition to these services, Raymond James Financial Services Advisors also provides hourly and fixed rate consultations, so clients can get the one-on-one attention needed to address specific financial concerns they may have. They have a team of knowledgeable advisors who can assist clients in selecting a suitable investment manager to handle their portfolios. Overall, Raymond James Financial Services Advisors is dedicated to providing clients with personalized investment advice that is tailored to their unique financial circumstances. Their expertise in portfolio management and pension consulting has been invaluable to businesses and institutional clients alike. With over a decade of experience in the industry, the firm remains committed to helping their clients achieve their financial goals through careful planning and sound investment strategies.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC serves a wide range of clients, including individuals, high net worth individuals, and banking institutions. Additionally, pension or profit sharing plans, charitable organizations, state or municipal government entities, and insurance companies are all clients that RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC serves. They also accommodate other corporation types not listed, making their services available to a diverse set of clients. RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers a flexible fee structure depending on the type of service provided. Clients are able to choose from percentage of AUM, hourly, fixed fees, commissions, and other types of fees. The percentage of AUM fee structure charges clients based on the percentage of assets under management. Hourly fees charge clients an hourly rate for services rendered, while fixed fees charge clients a fixed amount for a specific service. Commissions are a fee charged to clients based on a percentage of the amount of the financial product they purchase. RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers a variety of fee structures to ensure they can meet all their clients' investment needs effectively.

Typical Clients, Fee Structures & Investment Minimum

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC does not mention an investment minimum in their Part 2 Brochure. However, clients are advised to consult with their Investment Advisor Representative (IAR) to determine if there are any minimum asset requirements in order to become a client. Clients are also required to complete the Wealth Advisory Services agreement and pay fees as noted in the agreement.

How This Office Can Help Gallatin County, MT Residents

Raymond James Financial Services assists clients in Gallatin County, MT, by providing personalized financial planning, investment management, and other wealth management services. With the company's extensive experience and knowledge in the financial industry, they can assist clients in achieving their long-term financial goals while navigating through the complexities of their financial situations. Living in Gallatin County, MT, residents may face unique financial situations such as managing a ranch or farm, dealing with seasonal employment, or planning for retirement after a career in the tourism industry. Raymond James Financial Services understands the local economy and can provide customized solutions to help clients address these challenges. They offer comprehensive financial plans tailored to individual client needs, including investments, retirement planning, estate planning, and tax planning strategies. With their personalized approach, Raymond James Financial Services helps clients in Gallatin County, MT, reach their financial goals and achieve financial independence.

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 1610 Ellis St, Bozeman, MT 59715, USA
Phone (406) 582-1082
Directions
Google My Business Reviews:
5 Stars

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.