Megan Fontenot is a CFP-designated registered investment advisor at Newedge Advisors, based in Lake Charles, LA, with 15 years of industry experience. Megan 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
4965 Elliott Road, Lake Charles, LA, 70605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan operates Oak Grove Wealth Partners LLC as a DBA for her LPL business and GWM Advisors, LLC. She also provides administrative support to NewEdge Advisors, LLC, an independent investment advisor firm, dedicating full-time hours to this activity.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
Fsc Securities CorporationBroker
State Registrations2 states
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