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Investment Advisory Services
Pat, as a Registered Investment Advisor representative of Raymond James Financial Services, provides on-going investment supervisory services for clients utilizing a long term approach to asset allocation for assets under a management agreement. This agreement has Pat actively monitoring your portfolio to help ensure the proper asset allocation strategy is in place which will continue to help you achieve your financial goals and objectives.
Under an investment management agreement his compensation is based upon the value of the assets under management. You can rest assured that recommendations made to you are based on your best interests and in his desire to increase the value of your assets.
Key Benefits
ü Professional monitoring of your portfolio.
ü Recommendations are not based upon their ability to generate commissions.
ü Compensation to your advisor is based on the value of the assets managed -rather than transactions.
Considerations
ü Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in RJFS's Form ADV Part II as well as the client agreement.
This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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