Rates and Charges

Your wealth manager will provide you a Schedule of Fees and Charges which sets out the key charges associated with the services Raymond James provides to you. In addition, here you will find our Rates and other Charges document which details our current schedule of interest rates you earn on cash held on your accounts, as well as charges for other services such as foreign exchange, payments, transfers, proxy voting and probate valuations. Costs for clients who no longer have a wealth manager are also included, as well as information and charges related to the unit conversion process for fund holdings.

Download Rates and Charges PDF

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