Charlotte Ingstad
Charlotte Ingstad is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 4 years of industry experience. Charlotte 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
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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
Charlotte is an IAR with NewEdge Advisors since 2022, dedicating about 10-20% of their time, and operates Valley Wealth Advisors as a DBA for their LPL business, which is a full-time commitment. Charlotte is also an agent for InSource, SBG - Strategic Benefits Group, and Alpha Solutions selling non-variable insurance, dedicating a few hours per week to each.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations4 states
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