Elizabeth Reed-Hoole is a registered investment advisor at Newedge Advisors, based in Washington, DC, with 42 years of industry experience. Elizabeth 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
1025 Thomas Jefferson Ave., W-3400, Washington, DC, 20007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth conducts advisory services through NewEdge Advisors, LLC, doing business as Continuity Wealth Group. She dedicates full-time hours to this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Folger Nolan Fleming Douglas Incorporated
Folger Nolan Fleming Douglas IncorporatedBroker
Johnston Lemon Asset Management INC
Johnston, Lemon & CO. INC.
Johnston Lemon Asset Management INC
Johnston, Lemon & CO. IncorporatedBroker
State Registrations3 states
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.