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Belinda Lemaire

20 Years of Experience
Lake Charles, LA

Belinda Lemaire is a registered investment advisor at Newedge Advisors, based in Lake Charles, LA, with 20 years of industry experience. Belinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
602 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4965 Elliott Road, Lake Charles, LA, 70605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Belinda is involved with several investment-related businesses, including GOSS Advisors, Oak Grove Wealth Partners, LLC, GWM Advisors LLC, and NewEdge Advisors, LLC, dedicating full-time hours to these activities. She also works as a licensed massage therapist, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Newedge Advisors
October 2021 - Present · 5 yrs
Previous Registrations
LPL Financial LLCBroker
October 2021 - November 2023 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - September 2021 · 14 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - September 2021 · 15 yrs
State Registrations1 state
LA
Advisor

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
No exam information available for this advisor.
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