Ronald Prejean is a registered investment advisor at Newedge Advisors, based in Lafayette, LA, with 6 years of industry experience. Ronald 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
1819 Pinhook Road, Suite 215, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ronald is a partner in KP Energy (oil and gas investments), AWHG Realty LLC (real estate investments), Bertrand Realty LLC (real estate investments), and KP Medical LLC (medical clinic). These activities are not investment-related.
Employment History
Current Registrations
Newedge Advisors
State Registrations1 state
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