Roland Castle is a CFP-designated registered investment advisor at Newedge Advisors, based in Marietta, GA, with 27 years of industry experience. Roland 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
2870 Johnson Ferry Rd., Suite 200, Marietta, GA, 30062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roland operates his LPL business under the DBA Castle Wealth Partners, dedicating full-time hours to it. He also has several other business activities, including Highfield GA LLC, NewEdge Advisors, CWP/CNLH Wealth Partners LLC, Cove Crew LLC (real estate rental and a related business entity), and serving as an advisory board member for Ascension Sacred Heart Hospital.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Stephens
StephensBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.Broker
State Registrations20 states
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