Chad Dufrene is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 23 years of industry experience. Chad 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.
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Chad operates his LPL business under the DBA Gulf Point Advisors and provides investment advisory services through GWM Advisors LLC and NewEdge Advisors, LLC. He spends nearly full-time hours on these advisory roles.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations7 states
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