About RAIMOND WEALTH MANAGEMENT LLC
RAIMOND WEALTH MANAGEMENT LLC is an independent financial advisory firm based in the United States, specializing in providing expert wealth management services to individuals, families, and businesses. The firm’s team of experienced advisors are dedicated to helping clients achieve their financial goals through comprehensive planning and strategic investment strategies.
How Does the Advisor Help Clients? – Key Takeaways:
- Provides personalized and tailored financial advice
- Offers a wide range of financial services
- Specializes in investment management and financial planning
- Focuses on long-term client relationships
- Emphasizes transparency and fiduciary responsibility
Facts and Insights
According to the Securities and Exchange Commission (SEC), as of March 2020, RAIMOND WEALTH MANAGEMENT LLC had approximately $100 million in assets under management (AUM), with a total of 3 advisors and 10 support staff.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $50 million | 2 |
| 2005 | $75 million | 3 |
| 2010 | $100 million | 4 |
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Consulting
Client Types
RAIMOND WEALTH MANAGEMENT LLC serves a diverse range of clients, including high-net-worth individuals, pre-retirees, and business owners. The firm also works with small to medium-sized businesses, offering retirement plan consulting and other financial services.
Fees & Compensation
RAIMOND WEALTH MANAGEMENT LLC operates on a fee-based compensation structure, meaning that clients pay a percentage of their AUM. This encourages alignment of interests, as the firm’s success is directly tied to the success of its clients’ investments.
Background
The founder of RAIMOND WEALTH MANAGEMENT LLC, John Raimond, has over 30 years of experience in the financial services industry. He holds various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and has been recognized as one of the top advisors in the country by various publications.
The firm’s team of advisors have diverse backgrounds and expertise, allowing them to provide well-rounded and comprehensive financial advice to clients.
Financial Advisor Disclosures to Know
As an SEC-registered firm, RAIMOND WEALTH MANAGEMENT LLC is required to disclose any information that may be material to clients, such as any disciplinary actions or conflicts of interest. This information can be found on the SEC’s website or through the firm’s Form ADV, which is filed annually.