Raymond James & Associates, INC.
Assets Under Management
$433.8B
Number of Clients
507,212
Number of Advisors
5579
Average Client AUM
$855K
AUM per Advisor
$77.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Raymond James & Associates (RJA) sponsors wrap fee programs offered by financial advisors affiliated with RJA, RJFSA, or independent firms. These programs include separately managed accounts, multiple discipline accounts, unified managed accounts, and asset allocation programs. RJA provides support services like fee billing, portfolio management, and due diligence. The wrap fee covers advisory and brokerage services.
Fee Structure
Raymond James & Associates offers wrap fee programs where you pay a single asset-based fee for both advisory and brokerage services. This fee includes compensation to RJA for execution, clearing, custodial, administrative, and advisory services, as well as compensation to your financial advisor and any investment adviser providing investment advisory services. Securities transactions are generally effected "net" (i.e., without commission). Refer to the "Additional Expenses" section and the "Standard Fee Schedules for AMS Managed and IAR Managed Programs and Dual Contract Platform" section for details on fees and additional expenses.
Areas of Practice
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
