Danielle Granger is a registered investment advisor at Newedge Advisors, based in Lake Charles, LA, with 10 years of industry experience. Danielle 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
Lake Charles, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danielle operates several DBAs for her LPL business, including Toujours Planning, Toujours Worth, Generation Wealth, Danielle Nava, and ProgressiveFinancialAdvisors.com. She also provides administrative services through GWM Advisors, LLC and NewEdge Advisors, LLC, spending nearly full-time hours on each.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations3 states
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