Here is my client service model which is based on assets under management at Raymond James:

  • Platinum
    • $5,000,000 and over
    • Monthly meetings or calls
  • Gold
    • $1,000,000 to under $5,000,000
    • Quarterly meetings or calls
  • Silver
    • $500,000 to under $1,000,000
    • Semi-annual meetings or calls
  • Bronze
    • Under $500,000
    • Annual meeting or call

The numbers and types of scheduled contacts above may vary based on individual client factors, and there may be unscheduled contacts in addition to those.