Joel Bickmore
Joel Bickmore is a CFP-designated registered investment advisor at Newedge Advisors, based in St. Simons Island, GA, with 19 years of industry experience. Joel 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
20 Market Street, St. Simons Island, GA, 31522
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Regulatory History (1)
Customer Dispute
September 2024Other Business ActivitiesSells Insurance
Joel conducts advisory services through NewEdge Advisors, LLC as Streamline Wealth, dedicating full-time hours to this. Joel is also a licensed insurance agent/broker, potentially creating a conflict of interest mitigated by his fiduciary duty. He is also a board member of a faith-based non-profit organization, dedicating minimal time to this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
LPL Financial LLCBroker
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
Synovus Securities, INC.
Synovus Securities, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.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.