• Services for Affluent Investors
• Financial & Retirement Planning
• Fee-Based Programs
  • Managed Accounts
  • Non-Managed Accounts
  • Fee-Based Disclosures
• Mutual Funds
• Insurance & Annuities
• Equity Trading
• Investment Banking
• Research
• Alternative Investments
• Banking & Trust Services
• Cash Management Services

Fee-based programs

With a wealth of fee-based programs available through Raymond James Asset Management Services, it’s easy to create a strategy to every investor’s needs. Clients have the choice of managing their own assets, letting you manage them, or leveraging a third party.

Our team of carefully screened portfolio managers is one of your best resources. With as little as $100,000, your clients can access nationally known portfolio managers who normally impose account minimums of $5 million or more. These managers can develop a program to fit your clients’ individual needs, from conservative fixed income to more aggressive growth equity portfolios.

The programs also have tax planning advantages that make sense for many high-net-worth investors. Plus, we allow the aggregation of fees between various accounts, enabling you to offer competitive pricing to your clients regardless of which money managers you prefer.