Conservative, pragmatic and proud of the way we do business
At The Doepel Group of Raymond James we strive to make clear to our clients and prospective clients potential fees resulting from trading expenses or management fees. It is our goal to be straightforward, communicating fees charged so there are no surprises. It is important to note that each client’s fee structure will be different based upon specific client needs. When asked what our fees are, there is no pat answer because the answer will vary depending on the structure of your portfolio. We believe expenses on a client’s portfolio should not be treated as incidental, because fees directly impact the return of your investment. You will find that our fees reflect a transparency that supports objective recommendations, client-centered service and sound portfolio management.