BM

Blaine Michael Minton

25 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

NewEdge Wealth primarily charges a single “wrap” fee that includes advisory fees, brokerage and trading costs, commissions, custody fees, platform administration, reporting services, and investment management fees charged by Independent Managers and/or NEIS. Clients can choose an “unbundled” fee structure, paying separately for investment advice, brokerage services, and management fees. Fees vary based on the type, amount, and market value of assets under management, the complexity of the engagement, and the scope of services provided. Manager Fees for Independent Managers generally range from 0.10% to 1.50% of AUM. NewEdge can negotiate lower fees based on various factors.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

980 N. Federal Hwy #302, Boca Raton, FL, 33432

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
New Edge Wealth
August 2024 - Present · 1 yr 5 mos
Newedge Securities, LLCBroker
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2016 - August 2024 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - August 2024 · 8 yrs 5 mos
Morgan Stanley Broker
June 2009 - April 2016 · 6 yrs 10 mos
Morgan Stanley
June 2009 - April 2016 · 6 yrs 10 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2005 - March 2009 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2005 - March 2009 · 3 yrs 11 mos
American Express Financial Advisors, INC.
March 2000 - April 2005 · 5 yrs 1 mo
American Express Financial Advisors INC. Broker
March 2000 - April 2005 · 5 yrs 1 mo
Ids Life Insurance CompanyBroker
March 2000 - April 2005 · 5 yrs 1 mo
State Registrations30 states
ALAZCACOCTDCFLGAILINKSMAMDMEMINCNJNVNYOHORPARISCTNTXUTVAVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.