Dominic Carter is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 2 years of industry experience. Dominic 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.
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Dominic operates under the DBA Emeritus Wealth Group for his LPL business and works as a Registered Admin for NewEdge Advisors, LLC, an independent investment advisor firm, dedicating full-time hours to each. Dominic also has outside employment at Friends Cafe, spending about a quarter of his time there.
Employment History
Current Registrations
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Equitable Advisors, LLCBroker
State Registrations3 states
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