Edward Tyree is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 33 years of industry experience. Edward 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 (2)
Criminal
March 1991Criminal
February 1991Other Business Activities
Edward is an Investment Advisor Representative with NewEdge Advisors, LLC, doing business as AssetWise Financial. He started this investment-related activity in November 2023.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Eudaimonia Partners, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, INC.Broker
State Registrations3 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.