Labryn Depta is a registered investment advisor at Newedge Advisors, based in Valdosta, GA, with 1 years of industry experience. Labryn 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
201 Woodrow Wilson Drive, Valdosta, GA, 31602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Labryn works full-time at Legacy Partners, a DBA for his LPL business. He also provides administrative support to NewEdge Advisors, an independent investment advisor firm, dedicating full-time hours to this activity as well.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
State Registrations2 states
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