Joshua Cavett is a PFS-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 21 years of industry experience. Joshua 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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Joshua is involved in numerous real estate ventures as a passive investor or owner. He also owns LTC Financial Services LLC, which receives fees from his investment practice, and spends full-time as an Investment Advisor for Beaumont Wealth Advisors, a DBA for NewEdge Advisors, LLC.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Newedge Securities, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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