What are Raymond James fees?
Fees Under Raymond James
| Account value | Account types | |
|---|---|---|
| $5MM up to $10MM | Equity, Balanced & ETF: 2.00% Fixed Income: 1.80% Laddered Bonds & Short-Term Conservative: 1.70% | 1.50% |
| $10MM and up | Equity, Balanced & ETF: 1.75% Fixed Income: 1.55% Laddered Bonds & Short-Term Conservative: 1.45% | 1.25% |
Does Morgan Stanley handle trusts?
Trust Specialists, within Morgan Stanley, analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals: We’ll work with you to help you select the level of trustee services, depending on the size and complexity of your financial plan.
What platform does Raymond James use?
RJNET RJnet is the Raymond James intranet platform, designed to allow for easy customization of your homepage, news and alerts.
Does Edward Jones have trust accounts?
Edward Jones Trust Company provides three different levels of service based on your current and future needs: Managing Agent – We can simply provide you investment and administrative services for a trust, a personal account or an Individual Retirement Account.
How does Raymond James compared to Edward Jones?
Edward Jones’s brand is ranked #200 in the list of Global Top 1000 Brands, as rated by customers of Edward Jones. Raymond James Financial’s brand is ranked #936 in the list of Global Top 1000 Brands, as rated by customers of Raymond James Financial. Their current market cap is $17.42B….Edward Jones vs Raymond James Financial.
| 62% | Promoters |
|---|---|
| 24% | Detractors |
What is the minimum investment for Morgan Stanley Wealth Management?
$5,000
Do I have to invest a certain amount? The minimum investment for Morgan Stanley Access Investing is $5,000.
What percentage does Morgan Stanley charge?
Morgan Stanley says the MSWM fee, the annual fee it charge for its services, is a minimum of 2.00% or $250 per year, depending on which is lesser. For the Private Wealth Management (PWM) Manager Assessment Program, you’ll pay the MSWM fee and the manager separately for the services that each provides.
Is it a good idea to set up a trust?
If a client is concerned about incapacity or wants their assets to transfer to beneficiaries in a particular manner, a trust is a useful tool to make that happen. Another thing to keep in mind is that as useful as trusts are, there are certain things the trust’s creator can do to help the process.
Why should you have a trust account?
A main reason for creating a trust is to control who receives your assets. You can assign assets through a trust during your lifetime or at your death (via your will). For instance, you may want your trust fund to provide for a family member’s education or to help with the purchase of a first home.
Which is better Merrill Lynch or Raymond James?
Results were generated by 88 employees and customers of Merrill Lynch and 28 employees and customers of Raymond James Financial. Merrill Lynch’s brand is ranked #568 in the list of Global Top 1000 Brands, as rated by customers of Merrill Lynch….Merrill Lynch vs Raymond James Financial.
| 62% | Promoters |
|---|---|
| 14% | Passive |
| 24% | Detractors |
Is Raymond James a reputable firm?
Raymond James Financial’s brand is ranked #936 in the list of Global Top 1000 Brands, as rated by customers of Raymond James Financial.