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Non-Managed Accounts

When clients trust you to manage their assets, our fee-based alternative gives you the flexibility to choose from an extensive investment variety – stocks, bonds, load and no-load mutual funds and more. Whether you prefer a platform that allows you the flexibility to customize almost every facet of the account or opt to have Raymond James take care of the details, it’s your choice.

Opportunity

This is a turnkey portfolio management account that includes asset allocation software, consolidated performance reporting, automatic client billing and administrative support, all provided by a dedicated team at Raymond James. Field sales support and marketing assistance are also provided by Asset Management Services.

Ambassador

Ambassador is a no transaction fee advisory account. The account provides no ticket charge per transaction up to the first 50 trades per year. A small feel will be deducted from the overall fee to cover the clearing costs.