Fee-Based Programs

Raymond James has a variety of fee-based programs that financial institutions can offer their investment customers. With Raymond James, you can provide your customers the choice of managing their own assets, letting financial advisors have control or using a separate third party.

In addition, Raymond James has had incredible success helping banks and credit unions improve profitability by increasing fee business. Over the past five years, fee business among Raymond James partner institutions has grown at a compounded annual growth rate (CAGR) of 46%. Currently, fee business accounts for 26% of Raymond James' total production – considerably higher than the average for bank investment programs, which, according to various surveys, is between 4% and 8%.