Frederic Newburger
Frederic Newburger is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Metairie, LA, with 41 years of industry experience. Frederic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.
Location
3510 North Causeway Blvd, Suite 520, Metairie, LA, 70002
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2001Employment Separation After Allegations
December 1999Other Business Activities
Frederic is a board member of the Azalea Club and Mardigras Club, activities unrelated to investments. He is also the proprietor/owner of Faulkner and Clemens LLC, an operating company he uses for salary and expenses, dedicating minimal time to it.
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Morgan Keegan & Company, INC.Broker
State Registrations27 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.