Christopher Germain
Christopher Germain is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, 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
858 Camp Street, New Orleans, LA, 70130
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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
Christopher is involved in several business activities, including insurance sales (fixed and fixed indexed annuities, and life insurance), serving as a trustee for a generational trust, managing STG Capital LLC, and working as a Senior Advisor for both NewEdge Advisors and Coastal Capital Advisors. Insurance sales take about 10-20% of Christopher's time, while his Senior Advisor roles at NewEdge Advisors and Coastal Capital Advisors each take nearly full-time.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ahrens Investment Partners, LLC
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
AXA Advisors, LLCBroker
State Registrations4 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.