Eric Andresen
Eric Andresen is a registered investment advisor at Newedge Advisors, based in Roselle, IL, with 25 years of industry experience. Eric 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
33 East Hattendorf Ave., Roselle, IL, 60172
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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
Eric is a partner in Andresen, Mattia, Olesen, & Young, LLC, a real estate partnership, and owns Midwest Insurance Partners, selling non-variable insurance. He also does tax preparation, accounting, and bookkeeping, dedicating about 10% of his time to it, and spends all of his time during trading hours as an Investment Advisor Representative at NewEdge Advisors, LLC.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations35 states
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