Raymond Branton is a CFP-designated registered investment advisor at Lifetime Strategies, LLC, based in Griffin, GA, with 8 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 77 clients with $15M 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 | 1.00% |
Fees are negotiable depending on the size and complexity of the client’s portfolio.
Fee Estimator
Location
200 E College St, Griffin, GA, 30224
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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 Activities
Raymond is a member/manager of a CPA firm, dedicating approximately 4/5 of his work time to it. He spends about 6.5 hours during trading hours on this activity.
Employment History
Current Registrations
Lifetime Strategies, LLC
Previous Registrations
Lifetime Strategies, LLC
State Registrations1 state
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