Lazetta Braxton is a CFP-designated registered investment advisor at The Real Wealth Coterie, based in New Haven, CT, with 18 years of industry experience. Lazetta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 30 clients with $8.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Schedule reflects standalone investment management services. Comprehensive financial planning combined with investment management charges a separate retainer starting at $6,500 plus a 0.75% portfolio fee on assets above $400,000. Fees are negotiable.
Fee Estimator
Location
369 Washington Avenue, #7012, New Haven, CT, 06519
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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
Lazetta is the CEO and owner of Lazetta Rainey Braxton, LLC, a consulting firm, and spends minimal time providing speaking, writing, and consulting services. She is also a Founder and CEO with Black Asset Group, a business membership and consulting services firm, dedicating a few hours per week.
Employment History
Current Registrations
The Real Wealth Coterie
Previous Registrations
2050 Wealth Partners LLC
Financial Fountains, LLC
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.
Exams
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