Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
Advisor Information
Office location
2200 Atlantic Street, Suite 200, Stamford, CT, 06902
Get directionsRegulatory History
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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Aaron is a Principal with NewEdge Wealth, spending about half his time there. He is also a Trustee, Vice President, and Chair of the Nominating Committee for the Jewish Communal Fund, dedicating minimal time to this role.