Lazetta Braxton is a CFP-designated registered investment advisor at The Real Wealth Coterie, based in New Haven, CT, with 17 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, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 23 clients with $6.6M 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 $400K | Included |
| $400K+ | 0.75% |
For Comprehensive Financial Planning and Strategic Business Financial Planning clients, a fee of 0.75% will be assessed on investable assets under management (“AUM”) above $400,000. For Charitable Entity Financial Consulting clients, a fee of 0.75% will be assessed on investable AUM above $1,000,000. Discretionary Investment Management Services Fees will be waived for clients with AUM under these thresholds.
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.
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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
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