Ellen Reynard
Ellen Reynard is a registered investment advisor at Newedge Advisors, based in Beaumont, TX, with 12 years of industry experience. Ellen 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
2920 Toccoa Road, Beaumont, TX, 77703
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Regulatory History (2)
Regulatory
November 2022Employment Separation After Allegations
September 2021Other Business ActivitiesSells Insurance
Ellen is a licensed insurance agent/broker and may offer insurance products, receiving commissions from sales. Ellen also has ownership stakes in Reynard Investments LTD, LTC Financial Services, CRW Properties LLC, and A&E Beaumont Properties, LLC.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.