Newedge Advisors, a reputable regional investment advisory firm headquartered in New Orleans, LA, boasts an extensive network of 100 offices. With a total workforce of 499 dedicated professionals, 398 of whom specialize in investment advisory services, the company ensures a client-centric approach to wealth management. Capitalizing on their seasoned expertise, Newedge Advisors maintains an impressive average of approximately $31,870,000 in assets under management per investment advisor.
Distinguished by their diverse compensation structure, Newedge Advisors offers flexible options tailored to clients' needs. This includes a perce...
See more
Loading...
Assets Under Mgmt
$12.68B
Investment Professionals
398
Locations
99
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Disciplined by self-regulatory organization or commodities exchange
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.