David Brasfield is a registered investment advisor at Newedge Advisors, based in Scottsdale, AZ, with 28 years of industry experience. David 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
16430 N. Scottsdale Road, Suite 200, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is an investment adviser representative for LDIntelligence, LLC and NewEdge Advisors, LLC (DBA LDI Advisors), dedicating full-time hours to these activities. He is also a partial owner of LDI MAP, LLC, an investment management service, spending minimal time on this.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Ldintelligence LLC
Intelligence Driven Advisers, LLC
Ldintelligence LLC
Hightower Advisors, LLC
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations3 states
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