Garrett Ahrens
Garrett Ahrens is a registered investment advisor at Newedge Advisors, based in Lafayette, LA, with 36 years of industry experience. Garrett 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
412 Settlers Trace Blvd, Lafayette, LA, 70508
Get directionsHistory
Regulatory History (8)
Customer Dispute
October 2015Regulatory
October 2015Employment Separation After Allegations
August 2015Employment Separation After Allegations
August 2015Customer Dispute
February 2013Customer Dispute
August 2010Customer Dispute
March 2009Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Garrett is a sole proprietor of Garrett Ahrens Insurance since 1999, dedicating a few hours per week to this investment-related activity. He also has interests in several LLCs for tax purposes, including Seven Sierra, Drewpaul, Sideline Holdings, and Find Her Films, and is affiliated with NewEdge Advisors, LLC DBA Coastal Capital Advisors.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Ahrens Investment Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Balentine & CompanyBroker
Edward D. Jones & CO., L.P.Broker
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.