Jeffrey Brayton
Jeffrey Brayton is a registered investment advisor at Lakeshore Financial Planning INC., based in Saint Clair Shores, MI, with 32 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 491 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual portfolio management fee varies between 0.50% to 1.50% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
23201 Jefferson Ave, Saint Clair Shores, MI, 48080
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey works as a financial advisor at Raymond James Financial Services Advisors Inc, dedicating nearly full-time hours to this role. He also sells individual life insurance, spending minimal time on this activity. Finally, he owns Lakeshore Financial Services, a support company/DBA used for branding on social media, but spends no time on it.
Employment History
Current Registrations
Lakeshore Financial Planning INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Edward D. Jones & CO., L.P.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.