Client Service Levels

For individual clients, we offer three levels of service. Based on your needs and unique circumstances, our team will help you determine which model is most suited to helping your reach your financial goals.

Level One: Core Investment Management

(Generally $500,000 or more in assets)

Our first level provides you with core investment services including:

  • Establish goals and objectives
  • Net-worth analysis
  • Cash-flow analysis
  • Asset allocation
  • Portfolio performance
  • Alternative investments (if the client meets specific criteria)

Level Two: Financial Planning

(Generally $1,000,000 or more in assets)

At the next step up, you will receive all of the services offered to our Core Investment Management clients, as well as more robust, long-term planning including:

  • Alternative investments
  • Retirement planning
  • Distribution strategies
  • Education funding strategies
  • Survivor protection strategies
  • Disability coverage analysis
  • Long-term care planning
  • Estate planning

Level Three: Comprehensive Wealth Management

(Generally $2,500,000 or more in assets)

At our third and highest level you will receive all of the services offered to our Core Investment Management and Financial Planning clients, you will enjoy a full range of tailored services including our "By Invitation Only" visit to the Raymond James headquarters in St. Petersburg, Florida. Accompanied by a member of our team, you will have the opportunity to meet with specialists from several areas of the firm including Wealth Solutions, Estate Planning, Municipal and Tax Free Strategies, Alternative Investments and more.

  • Our “By Invitation Only” visit to the Raymond James headquarters
  • Alternative investments
  • Wealth conservation strategies
  • Gifting strategies
  • Trust integration
  • Charitable giving tax strategies
  • Executive compensation
    • Deferred compensation
    • Stock options
    • Concentrated equity positions
  • Business planning

Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.