Dee Becquet is a registered investment advisor at Newedge Advisors, based in Lafayette, LA, with 15 years of industry experience. Dee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.75% |
Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.
Fee Estimator
Location
412 Settlers Trace Blvd., Lafayette, LA, 70508
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2011Customer Dispute
July 2009Other Business Activities
Dee is affiliated with NewEdge Advisors, LLC, doing business as Coastal Capital Advisors, since May 2023. The activity is investment-related.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Ahrens Investment Partners, LLC
LPL Financial LLC
Morgan Stanley Smith Barney LLC
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.
Exams
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