Justin Bradford is a CFP-designated registered investment advisor at Newedge Advisors, based in Marietta, GA, with 23 years of industry experience. Justin 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
2870 Johnson Ferry Rd., Suite 200, Marietta, GA, 30062
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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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Justin is involved in several business activities, including CNLH, LLC (for tax/investment purposes), Castle Wealth Partners (DBA for LPL business), and NewEdge Advisors (providing investment advisory services). He also has CWP/CNLH Wealth Partners LLC for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Captrust Financial Advisors
Captrust Financial AdvisorsBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations20 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.