Laura Cerra is a registered investment advisor at Element Wealth, LLC, based in Laurel, MS, with 12 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 743 clients with $740M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Household accounts may be combined to lower the applicable fee tier. Employer-sponsored retirement plan fees are 1.00% for plans $5,000,000 and under, and 0.75% for plans over $5,000,000.
Fee Estimator
Location
545 Central Avenue, Suite C, Laurel, MS, 39440
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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.
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Laura is the owner/proprietor of Laura Brame Cerra CPA, an accounting firm, since 2012. This is her primary business, taking nearly full-time hours during trading hours each week, and involves providing standard accounting services.
Employment History
Current Registrations
Element Wealth, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services Advisors, INC
State Registrations1 state
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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