Christopher Baugh is a registered investment advisor at Newedge Advisors, based in Bozeman, MT, with 25 years of industry experience. Christopher 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
Bozeman, MT
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Regulatory History (2)
Regulatory
August 2024Employment Separation After Allegations
March 2024Other 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
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations5 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.