Tristram Millard
Tristram Millard is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 23 years of industry experience. Tristram 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
639 Loyola Ave, Suite 2100, New Orleans, LA, 70113
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tristram is involved in several investment-related activities, including DBAs for LPL businesses, real estate rental, and providing investment advisory services through NewEdge Advisors, LLC, where he spends about half his time. He also has a non-variable insurance business, dedicating a few hours per week.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Fisher Investments
Johnson Rice & Company L.L.C.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Citizens Investment Services CORP.
Citizens Investment Services CORP.Broker
Buyandhold Securities CorporationBroker
Ladenburg, Thalmann & CO., INC.Broker
State Registrations17 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.