Advisor at Newedge Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Newedge Advisors
Location
El Paso, TX
Credentials
Series 63, Series 65
Industry experience
5 years
Arianna Rodriguez Morales is a financial advisor at NewEdge Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at WestStar Bank, Bank of America, N.A., and Merrill. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.
Based on Newedge Advisors
Flat fees up to $200,000 for financial planning services; business consulting fees negotiable (hourly, project, contingent)
$25,000 - $1,000,000: 2.25% of assets $1,000,001 - $2,000,000: 2.00% of assets Over $2,000,000+: 1.75% of assets $25,000 - $500,000: 2.25% of assets $500,001 - $1,000,000: 2.00% of assets $1,000,001 - $2,000,000: 1.75% of assets Over $2,000,000+: 1.50% of assets First $50,000 - $50,000: 2.50% of assets Next $200,000 - $250,000: 2.25% of assets Next $250,000 - $500,000: 2.00% of assets Next $500,000 - $1,000,000: 1.75% of assets Over $1,000,000+: 1.50% of assets $10,000 - $999,999: 1.75% of assets $1,000,000 - $1,999,999: 1.50% of assets $2,000,000 and over+: 1.25% of assets $100,000 - $1,000,000: 2.75% of assets $1,000,001 - $2,000,000: 2.50% of assets Over $2,000,000+: 2.25% of assets $100,000 - $1,000,000: 2.00% of assets $1,000,001 - $2,000,000: 1.75% of assets Over $2,000,000+: 1.50% of assets $1,000,000 - $25,000,000: 1.00% of assets $25,000,001 - $50,000,000: 0.40% of assets Over $50,000,000+: 0.25% of assets $1 - $50,000: 2.00% of assets $50,001 - $250,000: 1.75% of assets $250,001 - $500,000: 1.50% of assets $500,001 - $1,000,000: 1.25% of assets $1,000,000 and over+: 1.00% of assets
Commissions earned through sales of mutual funds and insurance products by affiliated broker-dealer and registered representatives
$0 to $500 per hour for consulting and planning services
Subscription-based ongoing financial planning fees invoiced monthly, quarterly, or semi-annually
Account minimum: $10,000 Fee-only: Flat fee up to $200,000 for financial planning; hourly fees $0-$500 per hour; subscription-based ongoing fees
El Paso, TX
Louisiana · Texas
NewEdge Advisors, LLC
2022 - Present (4 years)
WestStar Bank
2019 - 2022 (3 years)
Bank Of America, N.A.
2017 - 2019 (2 years)
Merrill
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Truvize Financial Planning
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