Scott Deupree
Scott Deupree is a registered investment advisor at Newedge Advisors, based in Shreveport, LA, with 33 years of industry experience. Scott 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
5925 Line Ave, Suite 5, Shreveport, LA, 71106
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Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Scott is a partner in an independent financial advisory practice, Deupree James Wealth Management, and an IAR with NewEdge Advisors, LLC, dedicating about half his time to these activities. He also presents insurance options to clients as an agent with multiple insurance carriers, spending a few hours per week on this.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Triad Advisors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.