Jim Bootsma
Jim Bootsma is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 35 years of industry experience. Jim 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jim is a 100% owner/operator of a tax and accounting practice, spending about half his time on it. He also works as an insurance agent selling fixed insurance products, dedicating about 10-20% of his time, and is involved in real estate sales, mortgages, and a cattle operation as Secretary/Treasurer of Breezy Boots, Inc., spending a few hours per week.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Mid Atlantic Financial Management, INC.
London Pacific Advisors
London Pacific Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations14 states
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