Laurie Maddox is a registered investment advisor at Newedge Advisors, based in Staunton, VA, with 7 years of industry experience. Laurie 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
5 Middlebrook Ave, Staunton, VA, 24401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laurie works as a financial advisor for Middlebrook Wealth, a registered investment advisor, since March 2024. She spends nearly full-time placing trades, conducting annual reviews, and discussing investment allocation.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Newedge Advisors
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Edward Jones
Edward JonesBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations18 states
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