Elizabeth Gossen is a registered investment advisor at Newedge Advisors, based in Lafayette, LA, with 18 years of industry experience. Elizabeth 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
412 Settlers Trace, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth sells fixed life insurance, dedicating minimal time to this activity. She also owns a CPA firm providing accounting services, rental properties, acts as a trustee for a children's trust, is a notary public, and is a member of a holding company for personal property.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Newedge Securities, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Ahrens Investment Partners, LLC
Mutual Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
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.