Gerald Goss
Gerald Goss is a CFP-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 53 years of industry experience. Gerald 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 (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Gerald is involved in several investment-related activities, including DBAs for LPL business and registered investment advisor DBAs through GWM Advisors, LLC. He also has business entities for tax/investment purposes and a real estate rental business, and an insurance agency, but spends minimal time on these.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Southwestern Management & Research CorporationBroker
State Registrations53 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.