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

  • Titanium
    • Over $5,000,000
    • 6 Meetings and 6 Calls per year
  • Platinum
    • $1,000,000 to under $5,000,000
    • 4 Meetings and 4 Calls per year
  • Gold
    • $300,000 to under $1,000,000
    • 2 Meetings and 2 Calls per year
  • Silver
    • Under $300,000
    • 1 Meeting and 1 Call per year

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.