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
2525 Ponce de Leon BLVD, Suite 1080, Coral Gables, FL, 33134
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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Alis owns rental real estate property since 2019 and is also named as successor trustee on family member's personal trusts, which is currently inactive. Alis also works as a sales assistant for investment-related business for ultra-high net worth individuals at NewEdge Wealth, LLC, dedicating nearly full-time hours to this role.