LC
LC

Laura Cerra

12 Years of Experience
Laurel, MS
May Earn Commission

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 Financial Planning & Coaching, Investment Management. Their firm serves 679 clients with $640M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
679 clients
Average Client Portfolio
$945K average
Assets Under Management
$641.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable depending on individual client circumstances. There are existing accounts of Element Wealth who may be under an investment advisory agreement with a different fee schedule. Element Wealth reserves the right to “Grandfather” (not increase or decrease) fees applicable to such accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

545 Central Avenue, Suite C, Laurel, MS, 39440

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2014 - February 2019 · 4 yrs 5 mos
Raymond James Financial Services Advisors, INC
January 2010 - September 2012 · 2 yrs 8 mos
State Registrations1 state
MS
Advisor

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
No exam information available for this advisor.