Thomas Evans is a registered investment advisor at Newedge Advisors, based in New Iberia, LA, with 17 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
223 E. Main Street, New Iberia, LA, 70560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas works as an Investment Advisor Representative at NewEdge Advisors, LLC - DBA Cestia Wealth Management. He dedicates all of his time during trading hours to this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Farm Vp Management CORP.Broker
Nylife Securities LLCBroker
Lowry Financial Services CorporationBroker
Cardell & Associates, IncorporatedBroker
State Registrations2 states
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