RJ
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
49 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$74.8M
Fee Structure
Minimum Investment:$200K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$500 - $20,000
Hourly Rate:$75 - $150/hr
Financial planning fees range from $500 to $20,000, depending on complexity. Retainer agreements can cost up to $60,000 annually, billed quarterly. Hourly planning services range from $75 to $150 per hour. Investment management fees are based on a percentage of assets under management, with accounts under $1,000,000 billed at 1% annually. The minimum initial investment is $200,000.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Lake Mary, FL
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2015Final
Customer Dispute
May 1998Settled
Other Business Activities
Raymond is on the board of directors for R.L. Johnson Construction Company, a real estate development company. He spends minimal time on board-related activities.
Employment History
Current Registrations
Steadfast Financial Services
February 2002 - Present · 23 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.