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",[1820],{"type":129,"attrs":1821},{"color":773},{"type":18,"content":1823},[1824],{"text":1825,"type":22,"marks":1826},"For fee-based advisory accounts, such as those under the Ambassador and Freedom programs, clients are charged an annualized fee based on assets under management (AUM). ",[1827],{"type":129,"attrs":1828},{"color":773},{"type":18,"content":1830},[1831,1836,1845],{"text":1832,"type":22,"marks":1833},"The ",[1834],{"type":129,"attrs":1835},{"color":773},{"text":1837,"type":22,"marks":1838},"fee tiers",[1839,1842,1844],{"type":31,"attrs":1840},{"href":1841,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.raymondjames.com/-/media/rj/advisor-sites/sites/c/h/christopherjgrant/files/schedule-of-services-and-costs.pdf",{"type":129,"attrs":1843},{"color":1691},{"type":1693},{"text":1846,"type":22,"marks":1847}," are as follows",[1848],{"type":129,"attrs":1849},{"color":773},{"type":823,"content":1851},[1852,1867,1882,1897,1912],{"type":826,"content":1853},[1854],{"type":18,"content":1855},[1856,1862],{"text":1857,"type":22,"marks":1858},"Up to $1 million:",[1859,1860],{"type":38},{"type":129,"attrs":1861},{"color":773},{"text":1863,"type":22,"marks":1864}," 2.25%",[1865],{"type":129,"attrs":1866},{"color":773},{"type":826,"content":1868},[1869],{"type":18,"content":1870},[1871,1877],{"text":1872,"type":22,"marks":1873},"$1 million up to $2 million:",[1874,1875],{"type":38},{"type":129,"attrs":1876},{"color":773},{"text":1878,"type":22,"marks":1879}," 2.00%",[1880],{"type":129,"attrs":1881},{"color":773},{"type":826,"content":1883},[1884],{"type":18,"content":1885},[1886,1892],{"text":1887,"type":22,"marks":1888},"$2 million up to $5 million: ",[1889,1890],{"type":38},{"type":129,"attrs":1891},{"color":773},{"text":1893,"type":22,"marks":1894},"1.75%",[1895],{"type":129,"attrs":1896},{"color":773},{"type":826,"content":1898},[1899],{"type":18,"content":1900},[1901,1907],{"text":1902,"type":22,"marks":1903},"$5 million up to $10 million: ",[1904,1905],{"type":38},{"type":129,"attrs":1906},{"color":773},{"text":1908,"type":22,"marks":1909},"1.50%",[1910],{"type":129,"attrs":1911},{"color":773},{"type":826,"content":1913},[1914],{"type":18,"content":1915},[1916,1922],{"text":1917,"type":22,"marks":1918},"$10 million and above: ",[1919,1920],{"type":38},{"type":129,"attrs":1921},{"color":773},{"text":1923,"type":22,"marks":1924},"1.25%",[1925],{"type":129,"attrs":1926},{"color":773},{"type":18,"content":1928},[1929],{"text":1930,"type":22,"marks":1931},"These fees are billed quarterly and encompass portfolio management, financial planning, and advisory services. ",[1932],{"type":129,"attrs":1933},{"color":773},{"type":18,"content":1935},[1936],{"text":1937,"type":22,"marks":1938},"Clients opting for fee-only financial planning services, without asset custody, are billed hourly, typically between $200 and $300 per hour, with a retainer due upon engagement. ",[1939],{"type":129,"attrs":1940},{"color":773},{"type":18,"content":1942},[1943],{"text":1944,"type":22,"marks":1945},"Additionally, Raymond James imposes various account and processing fees, such as annual IRA fees ($75), account maintenance fees ($75–$150 depending on account value), and transaction-related charges like a $5.95 handling fee per trade. ",[1946],{"type":129,"attrs":1947},{"color":773},{"type":18,"content":1949},[1950],{"text":1951,"type":22,"marks":1952},"It's important to note that advisory fees are separate from internal expenses of investment products like mutual funds and ETFs, which clients should consider when evaluating the total cost of investment.",[1953],{"type":129,"attrs":1954},{"color":773},{"type":764,"attrs":1956,"content":1957},{"level":766},[1958],{"text":1959,"type":22,"marks":1960},"Raymond James services for high-net-worth clients",[1961],{"type":129,"attrs":1962},{"color":773},{"type":18,"content":1964},[1965],{"text":1966,"type":22,"marks":1967},"For individuals or families with $1 million+ in investable assets, Raymond James offers a dedicated suite of services, including:",[1968],{"type":129,"attrs":1969},{"color":773},{"type":823,"content":1971},[1972,1981,1990,1999,2008],{"type":826,"content":1973},[1974],{"type":18,"content":1975},[1976],{"text":1977,"type":22,"marks":1978},"Private Wealth Advisory",[1979],{"type":129,"attrs":1980},{"color":773},{"type":826,"content":1982},[1983],{"type":18,"content":1984},[1985],{"text":1986,"type":22,"marks":1987},"Estate Planning Strategies",[1988],{"type":129,"attrs":1989},{"color":773},{"type":826,"content":1991},[1992],{"type":18,"content":1993},[1994],{"text":1995,"type":22,"marks":1996},"Tax Optimization Services",[1997],{"type":129,"attrs":1998},{"color":773},{"type":826,"content":2000},[2001],{"type":18,"content":2002},[2003],{"text":2004,"type":22,"marks":2005},"Philanthropic Planning",[2006],{"type":129,"attrs":2007},{"color":773},{"type":826,"content":2009},[2010],{"type":18,"content":2011},[2012],{"text":2013,"type":22,"marks":2014},"Family Office Services",[2015],{"type":129,"attrs":2016},{"color":773},{"type":18,"content":2018},[2019],{"text":2020,"type":22,"marks":2021},"These services are coordinated by senior advisors and often include collaboration with CPAs and attorneys to ensure a multi-generational wealth strategy is in place.",[2022],{"type":129,"attrs":2023},{"color":773},{"type":764,"attrs":2025,"content":2026},{"level":766},[2027],{"text":2028,"type":22,"marks":2029},"What investment options does Raymond James provide?",[2030],{"type":129,"attrs":2031},{"color":773},{"type":18,"content":2033},[2034],{"text":2035,"type":22,"marks":2036},"Raymond James offers one of the broadest investment menus in the industry. ",[2037],{"type":129,"attrs":2038},{"color":773},{"type":18,"content":2040},[2041],{"text":2042,"type":22,"marks":2043},"Clients can access:",[2044],{"type":129,"attrs":2045},{"color":773},{"type":823,"content":2047},[2048,2057,2066,2075,2084],{"type":826,"content":2049},[2050],{"type":18,"content":2051},[2052],{"text":2053,"type":22,"marks":2054},"Individual Stocks and Bonds",[2055],{"type":129,"attrs":2056},{"color":773},{"type":826,"content":2058},[2059],{"type":18,"content":2060},[2061],{"text":2062,"type":22,"marks":2063},"Mutual Funds and ETFs",[2064],{"type":129,"attrs":2065},{"color":773},{"type":826,"content":2067},[2068],{"type":18,"content":2069},[2070],{"text":2071,"type":22,"marks":2072},"Alternative Investments (REITs, private equity, hedge funds)",[2073],{"type":129,"attrs":2074},{"color":773},{"type":826,"content":2076},[2077],{"type":18,"content":2078},[2079],{"text":2080,"type":22,"marks":2081},"Sustainable/ESG Portfolios",[2082],{"type":129,"attrs":2083},{"color":773},{"type":826,"content":2085},[2086],{"type":18,"content":2087},[2088],{"text":2089,"type":22,"marks":2090},"Structured Notes and Annuities",[2091],{"type":129,"attrs":2092},{"color":773},{"type":18,"content":2094},[2095],{"text":2096,"type":22,"marks":2097},"Whether you’re a conservative investor seeking income or a growth investor looking for equity exposure, Raymond James has a strategy for you.",[2098],{"type":129,"attrs":2099},{"color":773},{"type":764,"attrs":2101,"content":2102},{"level":766},[2103],{"text":2104,"type":22,"marks":2105},"What are clients saying about Raymond James?",[2106],{"type":129,"attrs":2107},{"color":773},{"type":18,"content":2109},[2110],{"text":2111,"type":22,"marks":2112},"Client feedback on Raymond James varies across platforms, with some praising the personalized service and others raising concerns about fees or responsiveness. ",[2113],{"type":129,"attrs":2114},{"color":773},{"type":18,"content":2116},[2117],{"text":2118,"type":22,"marks":2119},"Here's a snapshot from major review sources:",[2120],{"type":129,"attrs":2121},{"color":773},{"type":823,"content":2123},[2124,2151,2179],{"type":826,"content":2125},[2126],{"type":18,"content":2127},[2128,2134,2139,2146],{"text":2129,"type":22,"marks":2130},"Trustpilot",[2131,2132],{"type":38},{"type":129,"attrs":2133},{"color":773},{"text":2135,"type":22,"marks":2136},": Raymond James has limited reviews on ",[2137],{"type":129,"attrs":2138},{"color":773},{"text":2129,"type":22,"marks":2140},[2141,2144],{"type":31,"attrs":2142},{"href":2143,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.trustpilot.com/review/raymondjames.com",{"type":129,"attrs":2145},{"color":773},{"text":2147,"type":22,"marks":2148},", and the feedback is mixed. Some users mention delays in account servicing or difficulty navigating online tools, while others appreciate the firm's long-standing presence and range of investment offerings.",[2149],{"type":129,"attrs":2150},{"color":773},{"type":826,"content":2152},[2153],{"type":18,"content":2154},[2155,2161,2166,2174],{"text":2156,"type":22,"marks":2157},"Better Business Bureau (BBB)",[2158,2159],{"type":38},{"type":129,"attrs":2160},{"color":773},{"text":2162,"type":22,"marks":2163},": Raymond James & Associates holds a B rating from the ",[2164],{"type":129,"attrs":2165},{"color":773},{"text":2167,"type":22,"marks":2168},"BBB",[2169,2172],{"type":31,"attrs":2170},{"href":2171,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.bbb.org/us/fl/saint-petersburg/profile/investment-security/raymond-james-associates-inc-0653-10263/customer-reviews",{"type":129,"attrs":2173},{"color":773},{"text":2175,"type":22,"marks":2176},". Client feedback highlights a few challenges around customer service and fund transfers, though some users note successful resolutions after follow-up.",[2177],{"type":129,"attrs":2178},{"color":773},{"type":826,"content":2180},[2181],{"type":18,"content":2182},[2183,2189,2194,2202],{"text":2184,"type":22,"marks":2185},"Reddit (Personal Finance Forums)",[2186,2187],{"type":38},{"type":129,"attrs":2188},{"color":773},{"text":2190,"type":22,"marks":2191},": ",[2192],{"type":129,"attrs":2193},{"color":773},{"text":2195,"type":22,"marks":2196},"On Reddit",[2197,2200],{"type":31,"attrs":2198},{"href":2199,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.reddit.com/r/personalfinance/comments/1dyvybh/is_raymond_james_a_waste_of_money/",{"type":129,"attrs":2201},{"color":773},{"text":2203,"type":22,"marks":2204},", clients often discuss Raymond James in the context of its fee structure. While some feel the advisory fees (typically 1–2%) are on the higher end, others acknowledge that the firm offers a hands-on, personalized experience that may suit clients seeking full-service wealth management. A few users recommend comparing costs with lower-fee options to see what best fits individual goals.",[2205],{"type":129,"attrs":2206},{"color":773},{"type":764,"attrs":2208,"content":2209},{"level":766},[2210],{"text":2211,"type":22,"marks":2212},"Raymond James vs. Merrill Lynch, UBS, and Fidelity",[2213],{"type":129,"attrs":2214},{"color":773},{"_uid":2216,"caption":12,"content":2217,"component":1795,"show_search":543,"paste_content":2231,"number_of_rows":1802,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"009a4944-f729-40d4-aeca-0dc5dc96cfeb",{"tbody":2218,"thead":2226,"fieldtype":1794},[2219],{"_uid":2220,"body":2221,"component":1787},"589310e6-d622-4377-903a-efaac87c8298",[2222,2224],{"_uid":2223,"value":12,"component":1784},"8ec0ad0c-ae03-4a25-b256-69a4c7be32d4",{"_uid":2225,"value":12,"component":1784},"529207de-9c2c-4f43-9c1c-0d401c408220",[2227,2229],{"_uid":2228,"value":12,"component":1791},"0f033217-1c9d-4a58-90e5-0442d10353c3",{"_uid":2230,"value":12,"component":1791},"a89fc72d-05c4-4226-909a-74b32daae67c",{"type":15,"content":2232},[2233],{"type":18,"content":2234},[2235,2237,2243,2245,2251,2253,2265],{"text":2236,"type":22},"Firm\tBest For\tFee Structure\tUnique Features\nRaymond James\tPersonalized service, retirees\t1%+ AUM, planning fees\tHybrid advisor model, banking services\n",{"text":2238,"type":22,"marks":2239},"Merrill Lynch",[2240],{"type":31,"attrs":2241},{"href":1547,"uuid":1548,"anchor":34,"target":35,"linktype":74,"story":2242},{"name":1550,"id":1551,"uuid":1548,"slug":1552,"url":1553,"full_slug":1553,"_stopResolving":558},{"text":2244,"type":22},"\tHNW individuals, legacy clients\tTiered AUM + commission\tStrong tech, BofA integration\n",{"text":2246,"type":22,"marks":2247},"UBS",[2248],{"type":31,"attrs":2249},{"href":1584,"uuid":1585,"anchor":34,"target":35,"linktype":74,"story":2250},{"name":1587,"id":1588,"uuid":1585,"slug":1589,"url":1590,"full_slug":1590,"_stopResolving":558},{"text":2252,"type":22},"\tUltra HNW clients\tCustom pricing\tGlobal investment capabilities\n",{"text":2254,"type":22,"marks":2255},"Fidelity",[2256],{"type":31,"attrs":2257},{"href":2258,"uuid":2259,"anchor":34,"target":35,"linktype":74,"story":2260},"/discover/financial-advice/fidelity-financial-advisor","78d435af-ba89-4a06-9bf6-e758f21e9a0f",{"name":2261,"id":2262,"uuid":2259,"slug":2263,"url":2264,"full_slug":2264,"_stopResolving":558},"Fidelity financial advisor",421857243,"fidelity-financial-advisor","discover/financial-advice/fidelity-financial-advisor",{"text":2266,"type":22},"\tAll investors\tLow cost, no commissions\tDIY tools, robo-advisor, active trader options",{"_uid":2268,"data":2269,"component":914},"f1d63a0d-da7b-4295-93c2-4e211e05c806",{"type":15,"content":2270},[2271,2279,2287,2295,2337,2345,2377,2385,2393,2435,2443,2451,2459,2467,2499,2507,2515,2523,2531],{"type":18,"attrs":2272,"content":2273},{"textAlign":34},[2274],{"text":2275,"type":22,"marks":2276},"Raymond James strikes a balance between customized service and advisor flexibility, making it attractive for clients who value personal relationships over digital tools.",[2277],{"type":129,"attrs":2278},{"color":773},{"type":764,"attrs":2280,"content":2281},{"level":766,"textAlign":34},[2282],{"text":2283,"type":22,"marks":2284},"Who should consider Raymond James?",[2285],{"type":129,"attrs":2286},{"color":773},{"type":18,"attrs":2288,"content":2289},{"textAlign":34},[2290],{"text":2291,"type":22,"marks":2292},"Raymond James is best for:",[2293],{"type":129,"attrs":2294},{"color":773},{"type":823,"content":2296},[2297,2307,2317,2327],{"type":826,"content":2298},[2299],{"type":18,"attrs":2300,"content":2301},{"textAlign":34},[2302],{"text":2303,"type":22,"marks":2304},"Retirees needing personalized retirement income strategies",[2305],{"type":129,"attrs":2306},{"color":773},{"type":826,"content":2308},[2309],{"type":18,"attrs":2310,"content":2311},{"textAlign":34},[2312],{"text":2313,"type":22,"marks":2314},"High-net-worth families seeking holistic estate and tax planning",[2315],{"type":129,"attrs":2316},{"color":773},{"type":826,"content":2318},[2319],{"type":18,"attrs":2320,"content":2321},{"textAlign":34},[2322],{"text":2323,"type":22,"marks":2324},"Business owners who need lending and investment solutions",[2325],{"type":129,"attrs":2326},{"color":773},{"type":826,"content":2328},[2329],{"type":18,"attrs":2330,"content":2331},{"textAlign":34},[2332],{"text":2333,"type":22,"marks":2334},"Investors seeking a long-term relationship with a trusted advisor",[2335],{"type":129,"attrs":2336},{"color":773},{"type":18,"attrs":2338,"content":2339},{"textAlign":34},[2340],{"text":2341,"type":22,"marks":2342},"It may not be the best fit for:",[2343],{"type":129,"attrs":2344},{"color":773},{"type":823,"content":2346},[2347,2357,2367],{"type":826,"content":2348},[2349],{"type":18,"attrs":2350,"content":2351},{"textAlign":34},[2352],{"text":2353,"type":22,"marks":2354},"Day traders or highly active investors",[2355],{"type":129,"attrs":2356},{"color":773},{"type":826,"content":2358},[2359],{"type":18,"attrs":2360,"content":2361},{"textAlign":34},[2362],{"text":2363,"type":22,"marks":2364},"Budget-conscious investors focused solely on fees",[2365],{"type":129,"attrs":2366},{"color":773},{"type":826,"content":2368},[2369],{"type":18,"attrs":2370,"content":2371},{"textAlign":34},[2372],{"text":2373,"type":22,"marks":2374},"DIY investors who prefer app-only platforms",[2375],{"type":129,"attrs":2376},{"color":773},{"type":764,"attrs":2378,"content":2379},{"level":766,"textAlign":34},[2380],{"text":2381,"type":22,"marks":2382},"What is Raymond James’ technology and client portal experience like?",[2383],{"type":129,"attrs":2384},{"color":773},{"type":18,"attrs":2386,"content":2387},{"textAlign":34},[2388],{"text":2389,"type":22,"marks":2390},"Raymond James has invested heavily in its Client Access portal, which allows users to:",[2391],{"type":129,"attrs":2392},{"color":773},{"type":823,"content":2394},[2395,2405,2415,2425],{"type":826,"content":2396},[2397],{"type":18,"attrs":2398,"content":2399},{"textAlign":34},[2400],{"text":2401,"type":22,"marks":2402},"View balances and investment performance",[2403],{"type":129,"attrs":2404},{"color":773},{"type":826,"content":2406},[2407],{"type":18,"attrs":2408,"content":2409},{"textAlign":34},[2410],{"text":2411,"type":22,"marks":2412},"Access documents and tax forms",[2413],{"type":129,"attrs":2414},{"color":773},{"type":826,"content":2416},[2417],{"type":18,"attrs":2418,"content":2419},{"textAlign":34},[2420],{"text":2421,"type":22,"marks":2422},"Communicate securely with their advisor",[2423],{"type":129,"attrs":2424},{"color":773},{"type":826,"content":2426},[2427],{"type":18,"attrs":2428,"content":2429},{"textAlign":34},[2430],{"text":2431,"type":22,"marks":2432},"Use budgeting and financial planning 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",[2441],{"type":129,"attrs":2442},{"color":773},{"type":18,"attrs":2444,"content":2445},{"textAlign":34},[2446],{"text":2447,"type":22,"marks":2448},"The platform prioritizes security and reliability over advanced trading tools.",[2449],{"type":129,"attrs":2450},{"color":773},{"type":764,"attrs":2452,"content":2453},{"level":766,"textAlign":34},[2454],{"text":2455,"type":22,"marks":2456},"How does Raymond James ensure security and regulatory compliance?",[2457],{"type":129,"attrs":2458},{"color":773},{"type":18,"attrs":2460,"content":2461},{"textAlign":34},[2462],{"text":2463,"type":22,"marks":2464},"Raymond James is:",[2465],{"type":129,"attrs":2466},{"color":773},{"type":823,"content":2468},[2469,2479,2489],{"type":826,"content":2470},[2471],{"type":18,"attrs":2472,"content":2473},{"textAlign":34},[2474],{"text":2475,"type":22,"marks":2476},"A member of FINRA and SIPC, meaning client accounts are insured up to $500,000",[2477],{"type":129,"attrs":2478},{"color":773},{"type":826,"content":2480},[2481],{"type":18,"attrs":2482,"content":2483},{"textAlign":34},[2484],{"text":2485,"type":22,"marks":2486},"Regulated by the SEC and state financial authorities",[2487],{"type":129,"attrs":2488},{"color":773},{"type":826,"content":2490},[2491],{"type":18,"attrs":2492,"content":2493},{"textAlign":34},[2494],{"text":2495,"type":22,"marks":2496},"Committed to cybersecurity through 256-bit encryption, multi-factor authentication, and fraud monitoring",[2497],{"type":129,"attrs":2498},{"color":773},{"type":764,"attrs":2500,"content":2501},{"level":766,"textAlign":34},[2502],{"text":2503,"type":22,"marks":2504},"Is Raymond James worth it?",[2505],{"type":129,"attrs":2506},{"color":773},{"type":18,"attrs":2508,"content":2509},{"textAlign":34},[2510],{"text":2511,"type":22,"marks":2512},"Raymond James is a reputable and trustworthy investment firm, ideal for clients who prioritize personalized service, comprehensive planning, and long-term financial relationships.",[2513],{"type":129,"attrs":2514},{"color":773},{"type":18,"attrs":2516,"content":2517},{"textAlign":34},[2518],{"text":2519,"type":22,"marks":2520},"While fees are higher than robo-advisors or discount brokers, clients gain access to deep expertise, robust services, and a strong advisory network. ",[2521],{"type":129,"attrs":2522},{"color":773},{"type":18,"attrs":2524,"content":2525},{"textAlign":34},[2526],{"text":2527,"type":22,"marks":2528},"It's particularly well-suited for retirees, wealthy families, and those navigating complex financial situations.",[2529],{"type":129,"attrs":2530},{"color":773},{"type":764,"attrs":2532,"content":2533},{"level":766,"textAlign":34},[2534],{"text":2535,"type":22,"marks":2536},"Frequently asked questions ",[2537,2539],{"type":129,"attrs":2538},{"color":773},{"type":2540},"italic",{"_uid":2542,"component":2543,"accordions":2544},"07aaee35-0aaf-4084-8d08-8b693da652eb","app-accordion-group",[2545,2636,2649,2673,2686,2699,2712,2725],{"_uid":2546,"text":2547,"title":2634,"component":2635},"89139e31-a3ac-4fa3-a3ad-3d8fcb03f34b",{"type":15,"content":2548},[2549],{"type":823,"content":2550},[2551,2562,2573,2590,2601,2612,2623],{"type":826,"content":2552},[2553],{"type":18,"attrs":2554,"content":2555},{"textAlign":34},[2556,2560],{"text":2557,"type":22,"marks":2558},"Full-service financial firm:",[2559],{"type":38},{"text":2561,"type":22}," Provides wealth management, investment banking, asset management, and banking services.",{"type":826,"content":2563},[2564],{"type":18,"attrs":2565,"content":2566},{"textAlign":34},[2567,2571],{"text":2568,"type":22,"marks":2569},"Personalised financial advice:",[2570],{"type":38},{"text":2572,"type":22}," Advisors create tailored strategies based on client goals and financial plans.",{"type":826,"content":2574},[2575],{"type":18,"attrs":2576,"content":2577},{"textAlign":34},[2578,2582,2584,2588],{"text":2579,"type":22,"marks":2580},"Large advisor network:",[2581],{"type":38},{"text":2583,"type":22}," Around ",{"text":2585,"type":22,"marks":2586},"8,700–8,900 financial advisors",[2587],{"type":38},{"text":2589,"type":22}," serving millions of client accounts globally.",{"type":826,"content":2591},[2592],{"type":18,"attrs":2593,"content":2594},{"textAlign":34},[2595,2599],{"text":2596,"type":22,"marks":2597},"Comprehensive wealth planning:",[2598],{"type":38},{"text":2600,"type":22}," Includes retirement, tax, estate, and investment planning.",{"type":826,"content":2602},[2603],{"type":18,"attrs":2604,"content":2605},{"textAlign":34},[2606,2610],{"text":2607,"type":22,"marks":2608},"Research-driven insights:",[2609],{"type":38},{"text":2611,"type":22}," Advisors use internal research and market analysis to support investment decisions.",{"type":826,"content":2613},[2614],{"type":18,"attrs":2615,"content":2616},{"textAlign":34},[2617,2621],{"text":2618,"type":22,"marks":2619},"Independent advisor model:",[2620],{"type":38},{"text":2622,"type":22}," Advisors have flexibility to recommend suitable investment solutions.",{"type":826,"content":2624},[2625],{"type":18,"attrs":2626,"content":2627},{"textAlign":34},[2628,2632],{"text":2629,"type":22,"marks":2630},"Global presence:",[2631],{"type":38},{"text":2633,"type":22}," Serves individuals, businesses, and institutions across multiple regions","What are the key features of Raymond James","app-accordion",{"_uid":2637,"text":2638,"title":2648,"component":2635},"32dc91c0-32ce-4c3c-b7b3-e45bf6bda695",{"type":15,"content":2639},[2640],{"type":18,"attrs":2641,"content":2642},{"textAlign":34},[2643],{"text":2644,"type":22,"marks":2645},"Yes, Raymond James advisors act as fiduciaries when managing advisory accounts. Always confirm your advisor’s specific duties.",[2646],{"type":129,"attrs":2647},{"color":773},"Is Raymond James a fiduciary?",{"_uid":2650,"text":2651,"title":2672,"component":2635},"73979e11-62c9-42b4-897d-e53b6c9fa4c3",{"type":15,"content":2652},[2653],{"type":18,"attrs":2654,"content":2655},{"textAlign":34},[2656,2658,2667],{"text":2657,"type":22},"Yes, ",{"text":1323,"type":22,"marks":2659},[2660,2663,2666],{"type":31,"attrs":2661},{"href":2662,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.google.com/search?q=Raymond+James&newwindow=1&sca_esv=cb0b2358a0071c17&rlz=1C1GCEA_enGB1191GB1191&biw=1280&bih=631&sxsrf=ANbL-n5siIpoUKelb-sA-iXKvupWfwqx_w%3A1772616606671&ei=nvunabnZKNmghbIPo5WS-AQ&ved=2ahUKEwjdvNr7_YWTAxWgR0EAHZHRIB4QgK4QegQIARAB&uact=5&oq=Is+Raymond+James+legit%3F&gs_lp=Egxnd3Mtd2l6LXNlcnAiF0lzIFJheW1vbmQgSmFtZXMgbGVnaXQ_MgYQABgWGB4yBhAAGBYYHjIGEAAYFhgeMgYQABgWGB4yBhAAGBYYHjIGEAAYFhgeMgYQABgWGB4yCxAAGIAEGIYDGIoFMgsQABiABBiGAxiKBTILEAAYgAQYhgMYigVIuwhQ4QVY4QVwA3gBkAEAmAGCAaABggGqAQMwLjG4AQPIAQD4AQL4AQGYAgSgApoBwgIKEAAYsAMY1gQYR8ICExAuGIAEGLADGEMYxwEYigUYrwHCAg0QABiABBiwAxhDGIoFwgIOEAAYsAMY5AIY1gTYAQHCAhkQLhiABBiwAxjRAxhDGMcBGMgDGIoF2AEBwgITEC4YgAQYsAMYQxjIAxiKBdgBAZgDAIgGAZAGEboGBggBEAEYCZIHAzMuMaAHiAayBwMwLjG4B4cBwgcDMi00yAcSgAgA&sclient=gws-wiz-serp&mstk=AUtExfBP3sozvupd-fQCxIniFbGkVNfpy1SnzRXV7SbuA44k-HNdmV1skSIbDLrYN86Nc8HHBnLBlA_rOHN9a3BQOHhyqWfH5x4oYnL43JsR3RaTzgz_M8OFOOajAcM_VgA_JezllipgOn1PDyIByc52JZmiizhvUqiD_puiTVJ6JHktEwE&csui=3",{"type":129,"attrs":2664},{"color":2665},"#0A0A0A",{"type":1693},{"text":2668,"type":22,"marks":2669}," is a legitimate, well-established, and reputable financial services firm. Founded in 1962 and listed on the NYSE, it manages over $1 trillion in client assets",[2670],{"type":129,"attrs":2671},{"color":2665},"Is Raymond James legit?",{"_uid":2674,"text":2675,"title":2685,"component":2635},"0396f387-ab8e-4732-a559-3be80a77cdb5",{"type":15,"content":2676},[2677],{"type":18,"attrs":2678,"content":2679},{"textAlign":34},[2680],{"text":2681,"type":22,"marks":2682},"Minimums vary but often start around $25,000–$50,000. Higher levels may be required for private wealth services.",[2683],{"type":129,"attrs":2684},{"color":773},"What is the minimum investment at Raymond James?",{"_uid":2687,"text":2688,"title":2698,"component":2635},"7934d548-d7d2-439c-95c8-3d48a393f1e4",{"type":15,"content":2689},[2690],{"type":18,"attrs":2691,"content":2692},{"textAlign":34},[2693],{"text":2694,"type":22,"marks":2695},"Yes. Raymond James is known for personalized service, experienced advisors, and a strong reputation in wealth management.",[2696],{"type":129,"attrs":2697},{"color":773},"Is Raymond James a good investment firm?",{"_uid":2700,"text":2701,"title":2711,"component":2635},"a435b67c-7db7-4748-9914-065c01f9a4cc",{"type":15,"content":2702},[2703],{"type":18,"attrs":2704,"content":2705},{"textAlign":34},[2706],{"text":2707,"type":22,"marks":2708},"Stocks, bonds, ETFs, mutual funds, alternatives, annuities, and more.",[2709],{"type":129,"attrs":2710},{"color":773},"What products does Raymond James offer?",{"_uid":2713,"text":2714,"title":2724,"component":2635},"76a36f38-361c-42e2-a519-931a5e09d368",{"type":15,"content":2715},[2716],{"type":18,"attrs":2717,"content":2718},{"textAlign":34},[2719],{"text":2720,"type":22,"marks":2721},"Yes. Raymond James provides a secure online portal and mobile app for account management.",[2722],{"type":129,"attrs":2723},{"color":773},"Can I access my account online?",{"_uid":2726,"text":2727,"title":2737,"component":2635},"2856f460-ebda-4592-8d2c-b0b82d4e16d1",{"type":15,"content":2728},[2729],{"type":18,"attrs":2730,"content":2731},{"textAlign":34},[2732],{"text":2733,"type":22,"marks":2734},"Both are reputable. Raymond James is more flexible for independent advisors, while Merrill Lynch offers broader tech and banking integration with Bank of America.",[2735],{"type":129,"attrs":2736},{"color":773},"Is Raymond James better than Merrill Lynch?",[2739],{"_uid":2740,"image":2741,"title":2743,"subtitle":12,"component":2755,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1319,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1320,"copyright":12,"fieldtype":1321,"meta_data":2742,"is_external_url":543},{},{"type":15,"content":2744},[2745],{"type":18,"attrs":2746,"content":2747},{"textAlign":34},[2748,2753],{"text":1323,"type":22,"marks":2749},[2750],{"type":25,"attrs":2751},{"class":2752},"primary-gradient",{"text":2754,"type":22}," review 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decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors/unbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z",[],[2781,2797],{"_uid":2782,"list":2783,"image":2784,"cta_link":1324,"cta_text":2789,"component":2790,"visibility":12,"window_label":12,"window_title":2791},"a03d8352-ba3f-4e57-8511-56c22cd448e7","Answer a few questions\nFind your perfect match\nFree initial consultation",{"id":2785,"alt":2786,"name":12,"focus":12,"title":2786,"source":12,"filename":2787,"copyright":12,"fieldtype":1321,"meta_data":2788,"is_external_url":543},65270858779696,"Match with a financial advisor using our smart matching tool","https://a.storyblok.com/f/185166/x/50a604c4c3/regular_mf.webm",{"alt":2786,"title":2786,"source":12,"copyright":12},"Match with a financial 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James",{"_uid":2813,"href":2814,"text":2815,"component":542,"openInNewWindow":558},"94df0f23-bd7a-4b99-a292-fd5fd19cd705","https://www.unbiased.com/discover/financial-advice/northwestern-mutual-financial-advisor","Northwestern Mutual review",{"_uid":2817,"href":2818,"text":2819,"component":542,"openInNewWindow":558},"59813006-2cef-4343-92b9-3706afc4b5a5","https://www.unbiased.com/discover/financial-advice/blackrock-review","BlackRock Review","Related articles","app-links-list",{"_uid":2823,"title":2824,"plugin":2825,"og_image":12,"og_title":12,"description":2826,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"727288b4-dc13-4b2f-820e-97b442ef3b13","Raymond James Review 2026","seo_metatags","This detailed Raymond James review explores its investment services, fees, and client feedback to help you decide whether Raymond James is a good investment firm for your financial 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