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Christopher Baugh

Newedge Advisors
26 Years of Experience
Bozeman, MT
2 Disclosures
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Christopher Baugh is a registered investment advisor at Newedge Advisors, based in Bozeman, MT, with 26 years of industry experience. Christopher 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.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Bozeman, MT

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History

Regulatory History (2)
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Regulatory
August 2024
Final
Employment Separation After Allegations
March 2024
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher is an owner/proprietor of CBJB Investments LLC, a real estate agent, and owner of CBJB INC, a support company where he works as an Investment Advisor Representative, dedicating about half of his time. He also manages livestock, is involved with a real estate investment company, works for NewEdge Advisors, and is the treasurer for a ministry, providing spiritual and financial counseling.

Employment History
Current Registrations
Newedge Advisors
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - March 2024 · 15 yrs 2 mos
Raymond James Financial Services
September 2005 - January 2009 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2005 - March 2024 · 18 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
April 2000 - September 2005 · 5 yrs 5 mos
State Registrations5 states
ARIDLAMTTX
Advisor

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Exams
No exam information available for this advisor.
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