Peter Butler is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 36 years of industry experience. Peter 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
858 Camp Street, New Orleans, LA, 70130
Get directionsHistory
Regulatory History (9)
Customer Dispute
December 2020Customer Dispute
December 2017Customer Dispute
July 2017Employment Separation After Allegations
January 2017Customer Dispute
October 2016Regulatory
September 2016Customer Dispute
March 2014Customer Dispute
March 2014Customer Dispute
December 2010Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Mid Atlantic Financial Management, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
New England SecuritiesBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 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.