Bonnie Bailey
Bonnie Bailey is a CFP-designated registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 9 years of industry experience. Bonnie 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
Get directionsHistory
Regulatory History (2)
Criminal
August 1997Criminal
May 1997Other Business ActivitiesSells Insurance
Bonnie is an Associate Wealth Advisor at Cornerstone Wealth TN, LLC dba GAAM Wealth Advisors since 2018, working full-time. She also sells life insurance through Freedom Moat, LLC and other fixed insurance products, dedicating about a quarter of her time to each. Bonnie is also a Registered Client Services Associate at NewEdge Advisors, LLC.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Newedge Advisors
Cwm, LLC
Cetera Advisor Networks LLCBroker
Cwm, LLC
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.