Raymond James & Associates

Wealth Management Firm in Holland, MI

Firm Info
Address: 99 E 8th St, Holland, MI 49423, USA
Phone: (616) 395-4150

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

Get Connected with a Financial Advisor

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Raymond James & Associates, Inc. Overview

RAYMOND JAMES & ASSOCIATES, INC. is a well-established fee-based investment advisory firm headquartered in St. Petersburg, FL. The firm has been in business since 1974, proving their credibility and experience in the industry. RAYMOND JAMES & ASSOCIATES, INC. is a broker-dealer and insurance broker/agent, as well as a municipal advisor, which allows for a wider range of services to clients. RAYMOND JAMES & ASSOCIATES, INC. offers financial planning services and portfolio management for individuals and small businesses, demonstrating their dedication to helping clients achieve their financial goals. The firm also provides portfolio management for businesses or institutional clients, which gives clients the flexibility to grow their investments regardless of their company size. Moreover, RAYMOND JAMES & ASSOCIATES, INC. offers pension consulting services, which is beneficial to clients who want to ensure retirement security for themselves and their employees. In addition to the services provided, RAYMOND JAMES & ASSOCIATES, INC. offers other non-discretionary advisory services such as asset allocation, hourly and fixed rate consultations, and research to certain institutional clients. Overall, RAYMOND JAMES & ASSOCIATES, INC. offers a comprehensive range of services to cater to their clients’ diverse investment needs.

RAYMOND JAMES & ASSOCIATES, INC. serves a wide array of clients from individuals to high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. They also cater to other types of clients who need the services that the firm offers. Clients can choose from various fee structures depending on the service they require. The fee structures available include percentage of assets under management (AUM), hourly, fixed fees, and commissions. The percentage of AUM fee structure is based on a percentage of the client’s assets that are managed by the firm, while hourly fees are based on the number of hours worked by the firm on behalf of the client. Fixed fees are predetermined amounts charged for specific services, while commissions are based on transactions made on behalf of the client. Clients are advised to discuss their needs with the firm to determine which fee structure suits their needs best.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Raymond James & Associates, Inc., there is no investment minimum required for their planning and investment consulting services for individuals. However, potential clients should consult with their financial advisor to determine if there are any minimum asset requirements for accepting them as a client. The clients will need to complete the Wealth Advisory Services agreement and pay the fees noted in the agreement. Therefore, clients can enjoy the benefits of the firm's services without having to meet any investment minimum, but they should check with their advisor to ensure there are no further requirements or restrictions.

How This Office Can Help Holland, MI Residents

Raymond James & Associates provides a variety of financial services to clients living in Holland, MI. For those who are nearing retirement, they offer retirement planning services to help clients ensure they have enough money to live comfortably during their golden years. They also provide investment advising and portfolio management services to help clients make smart investment decisions and maximize their returns. For business owners in Holland, MI, Raymond James & Associates can assist with business succession planning, helping owners create a plan for the future of their company and ensure a smooth transition when they eventually retire. They also offer tax planning and estate planning services to help clients minimize their tax liabilities and protect their assets for future generations. With a focus on personalized service, Raymond James & Associates works closely with each client to understand their unique financial goals and create a customized plan to help them achieve those goals.

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 99 E 8th St, Holland, MI 49423, USA
Phone (616) 395-4150
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.