Bryan Pridmore is a CFP-designated registered investment advisor at Newedge Advisors, based in San Diego, CA, with 7 years of industry experience. Bryan 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
8181 Mission Gorge Road, Suite C, San Diego, CA, 92120
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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
Bryan conducts advisory services through NewEdge Advisors, LLC as an investment advisor representative and devotes full-time hours to this activity. He is also a licensed insurance agent/broker and may offer insurance products, creating a potential conflict of interest. Bryan also owns BPV, LLC, providing photography, videography, and consulting services, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Mission Trails Financial
Krause Wealth Management, LLC
State Registrations2 states
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