Todd Newberg is a CFP-designated registered investment advisor at Edward Jones, based in Lafayette, LA, with 25 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
113 Saint Louis Street, Lafayette, LA, 70506-4538
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Todd is the chairman of Newberg Holdings LLC, a rental property business, since 2015. He dedicates minimal time to maintaining the property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
AXA Advisors, LLCBroker
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.
Exams
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