Perry Bohl
Perry Bohl is a CFP-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 36 years of industry experience. Perry 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
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Regulatory History (2)
Customer Dispute
June 2002Customer Dispute
February 2001Other Business ActivitiesSells Insurance
Perry is involved in several business activities, including serving as an IAR for NewEdge Advisors and Planningteam Financial Advisors, owning PT Real Estate Holdings LLC, and being part owner of Premier Stone. He also dedicates a few hours per week to non-variable insurance.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Registrations22 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.