Raymond James

Retirement Planning Firm in Chapel Hill, NC

Firm Info
Address: 500 W Barbee Chapel Rd, Chapel Hill, NC 27517, USA
Phone: (919) 929-4448

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)

Get Connected with a Financial Advisor

* required fields

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.

RAYMOND JAMES (USA) LTD offers a range of services to a diverse group of clients. The firm's clients include individuals seeking wealth management and investment advice, as well as high net worth individuals looking for tailored financial planning. RAYMOND JAMES (USA) LTD carefully considers each client's unique situation to provide personalized service and advice that meets their specific needs. Clients can expect high levels of attention and support from the firm's experienced professionals, who work to ensure they achieve their financial goals. Fee structures offered by RAYMOND JAMES (USA) LTD vary depending on the service provided. The firm charges a percentage of assets under management (AUM) for its wealth management services. This fee is typically a percentage of the total assets managed by the firm on behalf of the client and is designed to cover the cost of investment management, portfolio monitoring, and ongoing advisory support. RAYMOND JAMES (USA) LTD also offers a range of other fee structures, including hourly rates for one-off advisory services and fixed fees for specific projects. The firm is committed to providing transparent, competitive pricing and can work with clients to develop a fee structure that fits their needs and budget.

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 Chapel Hill, NC Residents

Raymond James provides personalized financial guidance and investment management services to clients in Chapel Hill, NC. From retirement planning to estate planning, Raymond James offers a wide range of financial solutions to help clients reach their financial goals. Chapel Hill residents may face unique financial challenges such as balancing the cost of living with saving for retirement or paying for college for their children. Additionally, with the presence of the University of North Carolina at Chapel Hill, there may be clients who need assistance with managing student loan debt or planning for their children’s education expenses. Raymond James financial advisors work closely with clients to develop customized financial plans that address their individual needs and goals, including college savings plans, retirement planning, investment management, estate planning, and more.


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 500 W Barbee Chapel Rd, Chapel Hill, NC 27517, USA
Phone (919) 929-4448
Directions
Google My Business Reviews:

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.