Nicole Albrecht is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 19 years of industry experience. Nicole 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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Nicole is the CEO of Albrecht's Elite Investments, LLC and a tax preparer for Elite Tax Partners, Inc., dedicating full-time hours to tax and financial strategies. She also supports Mission Hope, a non-profit, and serves as Treasurer for the Murrieta Wildomar Chamber of Commerce, and refers clients to Everplan Wealth.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
HUB Investment Partners, LLC
Tcg Advisors
Tcg Advisors, LP
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Reason Financial
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 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.