Katie Moss is a CFP-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 20 years of industry experience. Katie 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.
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Katie is an investment advisory representative for CWM, LLC, doing business as Carson Wealth Management Group, Carson Group Partners and Carson Group, dedicating full-time hours to providing advisory services. She is also a board member for Hospice of Lansing, spending minimal time, and a co-owner/financial professional for Equanimity Management, Inc., spending full-time hours.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
LPL Financial LLCBroker
State Registrations5 states
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