Raymond James Freedom Portfolios

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Jan 30, 2010 9:46 pm

What is the typical fee structure on these accounts?

Jan 30, 2010 9:51 pm

Are you going against Ray Jay?

 
Is it an ETF portfolio or Mutual Fund?
Jan 31, 2010 12:29 pm

It's mutual funds. I actually googled it and ended up finding a pdf of the account agreeement. Looks like the standard for them is 1.75%.

Jan 31, 2010 12:31 pm

It is normally discounted, and further depends if the FA is with RJA or RJFS.

 
 
***And thanks for making me get rid of my '666' post count on this one.
Jan 31, 2010 3:24 pm

Hah.  I'm like the stern father figure that the spoiled child revolts against.

 
MsBroker - clean out your inbox - I've got Freedom info.
Feb 1, 2010 2:58 pm
Wet_Blanket:

It is normally discounted, and further depends if the FA is with RJA or RJFS.

 
 
***And thanks for making me get rid of my '666' post count on this one.

Could you explain this a little more?
 
If RJA the firm where as RJFS is the indy? and why would the asset charge be different?
Feb 1, 2010 3:02 pm
mlgone:

Ms. Broker

Clean your box

 
 

 
 
Feb 1, 2010 3:04 pm
chief123:
Wet_Blanket:

It is normally discounted, and further depends if the FA is with RJA or RJFS.

 
 
***And thanks for making me get rid of my '666' post count on this one.

Could you explain this a little more?
 
If RJA the firm where as RJFS is the indy? and why would the asset charge be different?
 
Sorry, didn't see this post.  FA's under RJFS can generally discount a fee more than a FA under the RJA umbrella.  Does that address your question?
Feb 1, 2010 3:18 pm

Kind of... so in regards to Ms Broker's questions.. If the asset charge was 1.75%. What does someone at RJA get vs someone at RJFS? I am guessing there are program fees, etc?

Feb 1, 2010 3:21 pm

I'm not following - are you wanting the fee breakdown for each one?  If you are, then I don't know.  But what I do know is that almost all of the Freedom accounts are discounted (which can be a pretty large range depending on RJA or RJFS).

Feb 1, 2010 3:30 pm

Ms broker fees depend on strategy..

 
Conservative &  high income: 1.25 first $200K, 1.00 next 300k, .75 over 500k
All others 1.75 first 200k, 1.5 next 1.5 and 1.00 over 500k
Feb 1, 2010 6:22 pm

at RJFS you can discount the fee as much as you want. If you want to work for free , like a family account, you can discount down to the program fee, which is something like 29 bps (dont remember exactly) firm gets it all you get zero.  Payout is 75

Don t know about RJA but would be curious if anyone does know.