Erik Linstrom is a registered investment advisor at Newedge Advisors, based in Dallas, TX, with 20 years of industry experience. Erik 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
8235 Douglas Avenue, Suite 1150, Dallas, TX, 75225
Get directionsHistory
Regulatory History (1)
Criminal
April 1992Other Business Activities
Erik conducts advisory services through NewEdge Advisors, LLC, doing business as Fortis Wealth Advisors, LLC, dedicating full-time hours to this activity. He is also the Founder and Financial Advisor for Fortis Wealth Advisors, LLC, where he imparts financial advice and manages financial assets.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLC
Newedge Securities, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
State Registrations1 state
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.