Paul Snow is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 28 years of industry experience. Paul 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
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Regulatory History (1)
Employment Separation After Allegations
April 2024Other Business Activities
Paul is involved in several business activities, including owning Eagle Eye Homes (a real estate brokerage), Garage N Social (building upkeep and rental), Indicia Company, LLC (business operations and marketing), Planningworks, LLC (rental real estate), and Snow Financial Group (a support company). He also works as an Investment Advisor Representative for NewEdge Advisors, LLC.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Keegan & Company, INC.Broker
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.